A Precious Portfolio

Funds that focus on gold may still have some luster in 2003

For our table, we ranked funds by the three-year average annual return. In first place: First Eagle SoGen Gold (SGGDX), a portfolio that topped the year-to-date, one-year, and five-year rankings as well. A caveat is the fund’s expense ratio. At 2.70% of assets, it exceeds the gold group’s average, although the fund has a track record that outshines the competition.

Top Precious Metals Funds

Fund Name (Ticker) 1-Year Ann.
Total Return*
3-Year Ann.
Total Return*
5-Year Ann.
Total Return*
Toll-Free
Number
Minimum
Initial
Investment
First Eagle SoGen Gold (SGGDX) 82.38% 22.36% 6.83% 800-334-2143 $1,000
Tocqueville Gold (TGLDX) 72.83 17.53 N/A 800-697-3863 1,000
Gabelli Gold (GOLDX) 68.33 16.49 3.25 800-422-3554 1,000
Monterey OCM Gold (MNTGX) 66.06 15.05 1.95 800-251-1970 1,000
USAA Precious Metals & Minerals (USAGX) 57.02 14.75 5.19 800-382-8722 3,000
Evergreen Precious Metals A (EKWAX) 51.97 12.99 N/A 800-343-2898 1,000
Scudder Gold & Precious Metals S (SCGDX) 42.66 12.59 1.01 800-621-1048 2,500
Evergreen Precious Metals B (EKWBX) 50.83 12.14 0.46 800-343-2898 1,000
Evergreen Precious Metals C (EKWCX) 50.91 12.13 N/A 800-343-2898 1,000
Fidelity Select Gold (FSAGX) 56.67 11.25 0.32 800-544-8888 2,500
*AS OF SEPT. 30, 2002
SOURCE: MORNINGSTAR INC.
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