OCMAX Mutual Fund

OCMAX Mutual Fund (OCM Gold Fund Atlas Class) is managed by Orrell Capital Management Inc with $162.5M in net assets. OCMAX expense ratio is 1.88%, holding 64 positions across sectors including Materials, Financials, Energy. Inception date: 2010-03-31.

OCMAX performance shows a YTD return of -5.91%. The 1-year return is 16.37% and the 5-year return is 22.10%. OCMAX dividend yield stands at 5.96%, paid annually.

OCMAX top holdings include Agnico Eagle Mines Ltd (5.8%), DPM METALS INC CDI (5.4%), Wheaton Precious Metals Corp (5.2%), Wesdome Gold Mines Ltd (5.0%), Anglogold Ashanti Ltd (4.8%). Go to all OCMAX holdings, OCMAX sectors, or OCMAX dividends.

OCMAX can be compared against other funds. Use OCMAX overlap to find shared positions, or OCMAX vs another fund for a side-by-side view. OCMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.