MEGAX Rating, Research - U.S. Global Investors Global Megatrends

U.S. Global Investors Global Megatrends (megax)

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Short Term Rating Stock Ratings Help
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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 = 18

Threats + Weaknesses = 13

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

Fund Management Team

Fund Description Update

U.S. Global Investors Global Megatrends (MEGAX) Description: MEGAX is a mutual fund, which is an investment that owns a basket of assets. The MEGAX 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 medium management tenure and is in the small fund size classification. MEGAXs minimum initial investment amount is $5000 while the IRA minimum is $100. MEGAXs expense ratio is roughly 2%. The latest MEGAXs front end load was 0% and the back end load was 0%. The U.S. Global Investors Global Megatrends (MEGAX) mutual fund falls under the world stock category. MEGAX focuses its investments in EU and USA and MEGAX is not affiliated with a particular industry or fund sector. The U.S. Global Investors Global Megatrends (MEGAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MEGAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MEGAXs 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 the majority of assets in equity securities (see equity research) issued by both foreign and U.S. companies. It invests without limit in foreign securities and may invest in any country, including those with developing or emerging markets. The fund does not limit This investment vehicle scope to a particular capitalization range, though it is currently focusing investments in mid- and large-cap companies. It normally invests in at least three countries.


Management Analysis Update


Performance Analysis Update