OCMGX Rating, Research - Ocm Gold Investor

Ocm Gold Investor (ocmgx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 20

Threats + Weaknesses = 7

When strengths & opportunities substantially exceed threats & weaknesses an investment in the ocmgx mutual fund has great long term potential.

Fund Management Team

Ocm Funds

Fund Description Update

Ocm Gold Investor (OCMGX) Description: OCMGX is a mutual fund, which is an investment that owns a basket of assets. The OCMGX mutual fund was provided by Ocm and this investment vehicle derives the majority of its value from equity holdings (stocks). Ocms mutual fund has a long management tenure and is in the average fund size classification. OCMGXs minimum initial investment amount is $1000 while the IRA minimum is $100. OCMGXs expense ratio is roughly 2%. The latest OCMGXs front end load was 5% and the back end load was 0%. The Ocm Gold Investor (OCMGX) mutual fund falls under the equity precious metals category. OCMGX focuses its investments in USA and OCMGX is focused on the materials industry or fund sector. The Ocm Gold Investor (OCMGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OCMGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OCMGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of net assets plus borrowings for investment purposes in equity securities (see equity research) of domestic and foreign companies of any size engaged in all sectors of the gold mining industry. It mainly invests in common stocks (see stock research). The fund primarily invests in senior gold producers, intermediate gold producers and junior gold producers, gold mining exploration and development companies and gold mining royalty companies. It may also invest in producers of other precious metals. It is non-diversified.

Management Analysis Update

Performance Analysis Update