OCM Gold Atlas

Frequently Asked Questions About OCMAX

What does OCMAX invest in?

The OCM Gold Atlas fund predominantly invests in the stock of companies, regardless of their size, that are engaged in any segment of the gold mining and broader precious metals industries. It typically dedicates a minimum of 80% of its total investment capital (including any borrowed funds) to these equity securities, which can be issued by both U.S. and international firms. For this fund's purposes, an international company is defined as one legally established under the laws of a foreign country and whose primary stock exchange is also located outside the United States. It's important to note that this fund maintains a concentrated, non-diversified portfolio.

What is the expense ratio of OCMAX?

OCM Gold Atlas (OCMAX) charges an expense ratio of 1.63%. This is the annual fee deducted from fund assets to cover management and operations.

How big is OCMAX?

OCM Gold Atlas (OCMAX) manages $176.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is OCMAX actively managed or an index fund?

OCMAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was OCMAX launched?

OCM Gold Atlas (OCMAX) launched in March 2010 and is managed by the fund issuer.

How has OCMAX performed?

OCMAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.