OCMAX Mutual Fund

OCMAX Mutual Fund (OCM Gold Fund Atlas Class) is managed by Orrell Capital Management Inc with $177.1M in net assets. OCMAX expense ratio is 1.88%, holding 68 positions across sectors including Materials, Financials. Inception date: 2010-03-31.

OCMAX performance shows a YTD return of -7.59%. The 1-year return is 55.62% and the 5-year return is 19.47%. OCMAX dividend yield stands at 6.40%, paid annually.

OCMAX top holdings include Umb Money Market Ii Special (7.7%), Agnico Eagle Mines Ltd (6.0%), Alamos Gold, Inc., Class A (5.7%), Anglogold Ashanti Ltd (4.9%), Wheaton Precious Metals Corp (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.