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US Global Investors Gld & Prec Mtls

USERX
9.35
-0.15
-1.58%
9/27/2016
5 Years
  • Previous Close

    9.50

  • Net Assets

    133.72M

  • Yield

    0.25%

  • Front load

    None

  • Expenses

    2.05%

  • 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 Growth

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 and 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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