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Fund Intelligence | Best Managers | OCMGX Insights | OCMGX Score | OCMGX Performance | OCMGX Manager | OCMGX News | OCMGX Allocation | OCMGX Holdings Change

Mutual Fund Insights: OCM Gold Fund (OCMGX)

In-depth Analysis of OCM Gold Fund (OCMGX)

Mutual fund chart: OCM Gold Fund (OCMGX)

3 months
6 months
1 year
3 year
5 year

See OCM Gold Fund (OCMGX) performance details as of February 28, 2010

  

    Last Trade: $22.61 on 3/19/2010, Change: -0.35 (-1.52%)

  

Fund Manager - Greg Orrell

Fund Manager Tenure: 22.1 years
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)
Greg Orrell is the principal portfolio manager of OCM and has been president of the company since 1984.  Get more insights on Greg Orrell

  

What we like about OCM Gold Fund (OCMGX) What we like about OCM Gold Fund (OCMGX)

Data for OCM Gold Fund (OCMGX) as of February 28, 2010

  • OCM Gold Fund (OCMGX) management has been with OCM Gold Fund for 22.1 years
  • OCM Gold Fund (OCMGX) has good mid-term performance (3-year return 9.32% vs 7.60 % Equity Precious Metals category average)
  • OCM Gold Fund (OCMGX) has good Long-term performance (5-year return 18.37% vs 16.19 % Equity Precious Metals category average)
  • OCM Gold Fund (OCMGX) has an annual stock turnover rate of 6.00% vs Equity Precious Metals average of 61.14%. It is good that OCM Gold management does not trade extensively for its return.

  

What we are cautious about OCM Gold Fund (OCMGX) What we are cautious about OCM Gold Fund (OCMGX)

Data for OCM Gold Fund (OCMGX) as of February 28, 2010

  • OCM Gold Fund is a focused fund with 60.66% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • OCM Gold Fund (OCMGX) has a less-than-ideal short-term performance (1-year return 45.95% vs 47.03 % Equity Precious Metals category average)
  • OCM Gold Fund (OCMGX) ratio of up-years vs down years can be improved
  • OCM Gold Fund (OCMGX) has a Morningstar rating of 3 and below
  • OCM Gold Fund (OCMGX) is less safe compared to its Equity Precious Metals peers
  • OCM Gold Fund (OCMGX) does not have a good risk adjusted return as its 3-year Alpha of 6.76 is worse than category average of 7.33, and its 3-year Sharpe ratio is 0.38
  • OCM Gold Fund (OCMGX) is more volatile than its peers as it has a 3-year Standard Deviation of 47.09 that is higher than category average of 46.12
  • OCM Gold Fund (OCMGX) has a higher management fee of 1.94% than its Equity Precious Metals average of 1.49%
  • OCM Gold Fund (OCMGX) carries a 4.5% load
See OCM Gold Fund (OCMGX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Equity Precious Metals category?

Below are some additional Equity Precious Metals mutual funds generated out of our database

  

OCM Gold Fund (OCMGX) Net Asset

Track net asset change of OCM Gold fund (OCMGX)

DateNet Asset
02/2010$141.60M
01/2010$131.86M
11/2009$159.85M
More historic net asset information on OCM Gold Fund (OCMGX)

  

OCM Gold Fund (OCMGX) Portfolio Allocation

Track portfolio allocation change of OCM Gold fund (OCMGX)

DateCashStockBondOther
01/20103.28%90.43%0%6.29%
10/20091.36%92.2%0%6.44%
09/20091.11%92.87%0%6.02%
Click here to see more historic asset allocation information on OCM Gold Fund (OCMGX)

  

Most Recent Top 10 Holdings in OCM Gold Fund (OCMGX)

Discover what OCM Gold Fund (OCMGX) manager is buying

31-Jan-10
Goldcorp Incorporated Common St [12.88%]
Randgold Resources Limited [7.32%]
Agnico-Eagle Mines Limited Comm [6.22%]
AngloGold Ashanti Ltd. Common S [6.09%]
Kinross Gold Corporation Common [5.31%]
SPDR Gold Shares [5.22%]
Iamgold Corporation Ordinary Sh [5.06%]
Yamana Gold, Inc. Ordinary Shar [4.85%]
Eldorado Gold Corp Ltd Ordinary [3.86%]
[3.85%]

31-Oct-09
GOLDCORP INC [14.23%]
Randgold Resources Limited [7.23%]
AGNICO EAGLE MINES [6.7%]
ANGLOGOLD ASHANTI LT [6.54%]
KINROSS GOLD CP [6.19%]
YAMANA GOLD INC [5.23%]
SPDR Gold Shares [5.16%]
IAMGOLD CORPORATION [5.14%]
NEWMONT MIN CP (HLDG [3.92%]
Centerra Gold Inc. [3.88%]

30-Sep-09
GOLDCORP INC [14.85%]
AGNICO EAGLE MINES [8.08%]
Randgold Resources Limited [7.2%]
KINROSS GOLD CP [6.87%]
ANGLOGOLD ASHANTI LT [6.74%]
IAMGOLD CORPORATION [5.25%]
YAMANA GOLD INC [5%]
SPDR Gold Shares [4.73%]
NEWMONT MIN CP (HLDG [3.77%]
ELDORADO GOLD CORP [3.61%]
Click here for Stock Holding Change Map in OCM Gold Fund (OCMGX)

  

Related books and products to OCM Gold Fund (OCMGX)

  

Latest News on OCM Gold (OCMGX)

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