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US Global Investors Gld & Prec Mtls

USERX
7.09
-0.05
-0.71%
5/24/2017
5 Years
  • Previous Close

    7.14

  • Net Assets

    96.80M

  • Yield

    0.87%

  • Front load

    None

  • Expenses

    1.71%

  • Category

    Equity Precious Metals

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

U.S. Global Investors

Fund Style

Open

Fund Manager

Ralph Aldis

Investment Style

Small Blend

The investment seeks long-term growth of capital plus protection against inflation and monetary instability; current income is a secondary objective. Under normal market conditions, the fund will invest at least 80% of its net assets in equity and equity-related securities of companies principally involved in the mining, fabrication, processing, marketing or distribution of precious metals including gold, silver, platinum group, palladium, as well as diamonds. The fund is non-diversified.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA NA
Initial Purchase: AIP 1,000

Inception

7/1/1974

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