These Are the Top Ten Equity Precious Metals Mutual Funds

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These Are the Top Ten Equity Precious Metals Mutual Funds
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Precious metals are rare and have economic value. They are good from an investment point of view as well as they help to diversify a portfolio. There are several ways to invest in precious metals, including purchasing them physically, buying futures contracts for a particular metal, buying stocks of companies dealing in such metals and investing through mutual funds. Investing through mutual funds is the best way as it is cost-effective and is comparatively less risky as well. If you also plan to invest in precious metals through mutual funds, then detailed below are the top ten equity precious metals mutual funds.

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Top Ten Equity Precious Metals Mutual Funds

We have used the past one-year data (from U.S. News) to come up with the top ten equity precious metals mutual funds. Following are the top ten equity precious metals mutual funds:

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  1. First Eagle Gold Fund (SGGDX, 22%)

SGGDX aims to offer investors an opportunity to invest a portion of their portfolio in gold-related securities. Normally, the fund invests a minimum of 80% of its assets in gold and/or in securities directly related to gold. SGGDX has a net expense ratio of 1.21%. It has a three-year return of 13.36% and a five-year return of 9.31%.

  1. VanEck International Investors Gold Fund (INIVX, 28%)

INIVX’s primary objective is long-term capital appreciation, while current income is its secondary objective. During normal times, the fund invests a minimum of 80% of its assets in securities of the companies mainly engaged in gold-related activities. INIVX has a net expense ratio of 1.45%. It has a three-year return of 13.53% and a five-year return of 12.91%.

  1. Sprott Gold Equity Fund (SGDLX, 29%)

SGDLX aims for capital appreciation. It normally invests at least 80% of its funds in the securities of companies engaged in mining or processing gold. This fund invests in securities throughout the world. SGDLX has a net expense ratio of 1.37%. It has a three-year return of 11.71% and a five-year return of 9.16%.

  1. Invesco Gold & Special Minerals Fd (OPGSX, 30%)

With the objective of capital appreciation, OPGSX primarily invests in common stocks of the companies that are related to mining, processing or dealing in gold or other precious metals. It may also invest in precious metals-related ETFs. OPGSX has a net expense ratio of 1.17%, while its total assets amount to $2.13 billion. It has a three-year return of 17.9% and a five-year return of 15.40%.

  1. EuroPac Gold Fund (EPGFX, 37%)

EPGFX’s objective is to ensure long-term capital appreciation. During normal times, this fund invests at least 80% of its assets in the securities of gold companies based in the Pacific Rim and Europe. EPGFX has a net expense ratio of 1.46%, while its total assets amount to $242.41 million. It has a three-year return of 14.43% and a five-year return of 16.75%.

  1. Rydex Precious Metals Fund (RYMNX, 39%)

RYMNX aims for capital appreciation. Under normal times, RYMNX invests a minimum of 80% of its assets in the equity securities of the U.S. Precious Metals Companies, as well as in derivatives. RYMNX has a net expense ratio of 1.63%, while its total assets amount to $114.77 million. It has a three-year return of 19.71% and a five-year return of 14.07%.

  1. US Global Investors Gold & Prec Mtls Fd (USERX, 41%)

USERX primarily invests in the stocks of companies engaged in mining, marketing and processing of gold and other precious metals. The top holdings of the fund are Klondex Mines, Kirkland Lake Gold, St. Barbara, Barrick Gold and Jaguar Mining. USERX has a net expense ratio of 1.59%. It has a three-year return of 21.08% and a five-year return of 14.15%.

  1. OCM Gold Fund (OCMGX, 44%)

OCMGX’s objective is to ensure long-term capital growth. Under normal circumstances, it invests at least 80% of its funds in the equity securities of both foreign and domestic companies operating in all segments of the gold mining and precious metals sector. OCMGX has a net expense ratio of 2.46%. It has a three-year return of 23.15% and a five-year return of 15.52%.

  1. Franklin Gold and Precious Metals Fund (FKRCX, 46%)

FKRCX primarily invests in the stocks of companies related to mining, exploration, marketing and processing of gold and other precious metals. The top holdings of the funds are Newcrest Mining, B2Gold, B2Gold and more. As of March 29 2021, FKRCX has assets of around $1.22 billion invested in 117 holdings. FKRCX has a net expense ratio of 0.93%. It has a three-year return of 19.52% and a five-year return of 13.06%.

  1. US Global Investors World Prec Mnral Fd (UNWPX, 79%)

UNWPX aims for long-term capital growth, as well as protection against inflation and monetary instability. During normal times, the fund invests a minimum of 80% of its assets in the equity and equity-related securities of the firms engaged in the exploration, mining and processing of precious minerals. UNWPX has a net expense ratio of 1.81%. It has a three-year return of 14.62% and a five-year return of 11.83%.

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Aman is MBA (Finance) with an experience on both Marketing and Finance side. He has worked as a Risk Analyst for AIR Worldwide, and is currently leading VeRa FinServ, a Financial Research firm. Favorite pastimes include watching science fiction movies, reviewing tech gadgets, playing PC games and cricket. - Email him at amanjain@valuewalk.com
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