Midas

(MIDSX)
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1.52 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 1.52
Category Equity Precious Metals
Net Assets 21.84 Mil
Yield 0.00%
Morningstar Risk High
Morningstar Return Low
  • Last NAV update 4/23/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks primarily capital appreciation and protection against inflation and, secondarily, current income. The fund invests at least 65% of its total assets in (i) securities (e.g., common and preferred stocks, bonds, convertible securities, etc.) of companies primarily involved, directly or indirectly, in the business of mining, processing, fabricating, distributing or otherwise dealing in gold, silver, platinum or other natural resources ("Natural Resources Companies") and (ii) gold, silver, and platinum bullion. It may invest in domestic and foreign companies of any size. The fund is non-diversified.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 47.91% -35.97% -27.45% -46.72% 10.14%
Value ($) 14,790.58 9,470.44 6,870.71 3,660.84 4,032.23
  • Year to date performance as of 4/23/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Midas
Fund Manager Thomas Winmill
Tenure (Years) 12
Fund Status Open
Minimum Initial Purchase 1,000.00
Minimum IRA Investment 1,000.00
Front Load 0.00
Expense Ratio 2.96%
PERFORMANCE
Symbol Value ($)
1 Month -3.25%
3 Months 2.76%
1 Year -8.02%
3 Years* -34.32%
5 Years* -7.30%
  • * Annualized returns
  • Performance as of 4/23/2014 12:00 AM ET
PEER COMPARISON
  MIDSX Equity Precious Metals
5-Yr Return -7.30% -1.78%
Sharpe Ratio -0.98 -0.80
Net Assets 21.84 Mil 172.00 Mil
Avg Market Cap 5.66 Bil 3.97 Bil
Avg P/E 22.01 NA
Portfolio Turnover 17 33
HOLDINGS
Symbol Value ($)
Stocks 99.94%
Cash 0.06%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 9:16 PM ET
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