EUROX Rating, Research - U.S. Global Investors Eastern European

U.S. Global Investors Eastern European (eurox)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 12

Threats + Weaknesses = 9

When strengths & opportunities substantially exceed threats & weaknesses an investment in the eurox mutual fund has great long term potential.

Fund Management Team

Fund Description Update

U.S. Global Investors Eastern European (EUROX) Description: EUROX is a mutual fund, which is an investment that owns a basket of assets. The EUROX mutual fund was provided by U.S. Global Investors and this investment vehicle derives the majority of its value from equity holdings (stocks). U.S. Global Investorss mutual fund has a short management tenure and is in the average fund size classification. EUROXs minimum initial investment amount is $5000 while the IRA minimum is $100. EUROXs expense ratio is roughly 2%. The latest EUROXs front end load was 0% and the back end load was 0%. The U.S. Global Investors Eastern European (EUROX) mutual fund falls under the europe stock category. EUROX focuses its investments in EU and EUROX is not affiliated with a particular industry or fund sector. The U.S. Global Investors Eastern European (EUROX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EUROXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EUROXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests at least 80% of net assets in equity and equity related securities of companies located in the emerging markets of Eastern Europe. The equity and equity related securities are common stock, preferred stock, convertible securities, rights and warrants, and depository receipts (ADRs and GDRs). It invests at least 25% of total assets in securities of companies involved in oil, gas or banking and invests up to 20% of net assets in securities, including debt securities, of governments and companies located anywhere in the world. The funds non-diversified.


Management Analysis Update

U.S. Global Investors Eastern European's executives / managers make better investing decisions, because their assets are invested along side their client's.


Performance Analysis Update