Morningstar

Midas Discovery MIDSX

Morningstar Medalist Rating
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Medalist Rating as of See Midas Investment Hub
  • NAV / 1-Day Return $3.61  /  +1.12 %
  • Fund Size $36.6M
  • Adjusted Expense Ratio 2.960%
  • Net Expense Ratio 3.470%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Equity Precious Metals
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis MIDSX

Will MIDSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIDSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIDSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MIDSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Midas Discovery holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MIDSX

More MIDSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DPM Metals Inc

10.30 4M
Basic Materials

SSR Mining Inc

8.31 4M
Basic Materials

Iamgold Corp

7.14 3M
Basic Materials

Aura Minerals Inc

6.81 3M
Basic Materials

B2Gold Corp

6.06 3M
Basic Materials

Endeavour Mining PLC

6.05 3M
Basic Materials

G Mining Ventures Corp

5.99 3M
Basic Materials

Wheaton Precious Metals Corp

5.86 3M
Basic Materials

Royal Gold Inc

5.11 2M
Basic Materials

Torex Gold Resources Inc

4.99 2M
Basic Materials

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