UNWPX Rating, Research - U.S. Global Investors Wld Prec Minerals

U.S. Global Investors Wld Prec Minerals (unwpx)

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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
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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 = 29

Threats + Weaknesses = 16

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

Fund Management Team

Fund Description Update

U.S. Global Investors Wld Prec Minerals (UNWPX) Description: UNWPX is a mutual fund, which is an investment that owns a basket of assets. The UNWPX 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 long management tenure and is in the large fund size classification. UNWPXs minimum initial investment amount is $5000 while the IRA minimum is $100. UNWPXs expense ratio is roughly 2%. The latest UNWPXs front end load was 0% and the back end load was 0%. The U.S. Global Investors Wld Prec Minerals (UNWPX) mutual fund falls under the equity precious metals category. UNWPX focuses its investments in USA and UNWPX is focused on the materials industry or fund sector. The U.S. Global Investors Wld Prec Minerals (UNWPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find UNWPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of UNWPXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital plus protection against inflation and monetary instability. The fund invests at least 80% of net assets in equity and equity related securities of companies principally engaged in the exploration for, or mining and processing of, precious minerals such as gold, silver, platinum group, palladium and diamonds. It participates in private placements, initial public offerings (IPOs), and long-term equity anticipation securities (LEAPS). The fund normally invests at least 40% of assets in securities of companies that are economically tied to at least three countries other than the U.S. It is non-diversified.


Management Analysis Update

U.S. Global Investors Wld Prec Minerals's management team has a long history of working together. This helps ensure consistent future returns. The unwpx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. U.S. Global Investors Wld Prec Minerals has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update