• INVESTING

Purchase Shares from Selected Dealers

Shares of the Fund may be purchased through Selected Dealers who are authorized to accept purchase orders on behalf of the Fund. OCM Gold Fund is available on most brokerage platforms.

Purchase Shares Directly

Step One: Read Information

Prospectus 2017
Fund Fact Sheet June 2017

Step Two: Choose a Share Class

Investor Class
OCMGX
Advisor Class
OCMAX
Minimum Investment: $1,000 Minimum Investment: $5,000
IRA Minimum Investment: $100 IRA Minimum Investment: $5,000
Subsequent Minimum Purchase: $50 Subsequent Minimum Purchase: $50
Redemption Fee: 1.50%
Purchases held less than 90 days
Redemption Fee: 1.50%
Purchases held less than 90 days
Sales Load: 4.50% Sales Load: N/A

 

Step Three: Complete Your Application

New Account Application
IRA Application Form
IRA Transfer/Conversion Form
Non IRA Transfer/Conversion Form

Step Four: Mail Application and Initial Investment

Regular Mail
OCM Gold Fund
PO Box 1328
Milwaukee, WI 53212

Overnight Delivery
C/O UMB Fund Services, Inc.
235 W. Galena Street
Milwaukee, WI 53212

Wire Instructions
Please contact Shareholder Services at 1-800-628-9403.

Request an Investment Kit

Please complete this short form and we will mail or email you a kit. You may also request one by phone by calling 1-800-779-4681.

 

 

You are now leaving OCM Gold Fund

Please click HERE to be redirected to Orrell Capital Management.

×
You are now leaving OCM Gold Fund

Please click HERE to be redirected to Orrell Capital Management.

×