Applications and Forms
- New Account Application
- Account Registration Change Form
- Certification of Beneficial Owners for Legal Entity Clients Form
- IRA Application Form
- IRA Change of Beneficiary Form
- IRA Disclosure Statement
- IRA Distribution Request Form
- IRA Transfer Form
- Letter of Instruction
- Non-IRA Transfer Form
- Roth IRA Disclosure Statement
- Transfer on Death Beneficiary Form
Dividends
- Dividend Announcement 2025
- Dividend History
Fund Fact Sheet
- Fund Fact Sheet: December 31, 2025
Presentations
- Summer 2025
Shares
- Purchasing
- Redeeming
Privacy
- Collection and Disclosure of Shareholder Information
- Commitment to Consumer Privacy
- Security of Customer Information
- OCM Gold Fund Online Privacy Policy
Proxy
- Proxy Voting Record
- Proxy Voting Responsibility
- Proxy Voting Process
- Proxy Voting Policies
Prospectus
- OCM Prospectus 2025
Reports
- Annual Financial Report (11-30-25)
- Annual Shareholder Report 2025 (TSR)– OCMAX
- Annual Shareholder Report 2025 (TSR) – OCMGX
- OCM Gold Fund- Portfolio Holdings 2-28-25
- OCM Gold Fund – Portfolio Holdings 8-31-2025
- Tax Holding Information
Statement of Additional Information
- SAI 2025
Archive

Annual Reports: 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024

Semi-Annual Reports: 2007, 2008 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025

Shareholders Privacy
- Collection and Disclosure of Shareholder Information
- Commitment to Consumer Privacy
- Security of Customer Information
Shareholders Proxy
- Proxy Voting Policies
- Proxy Voting Process
- Proxy Voting Responsibility