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.
|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.