USERX Rating, Research - U.S. Global Investors Gold And Prec Mtls

U.S. Global Investors Gold And Prec Mtls (userx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 31

Threats + Weaknesses = 17

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

Fund Management Team

Fund Description Update

U.S. Global Investors Gold And Prec Mtls (USERX) Description: USERX is a mutual fund, which is an investment that owns a basket of assets. The USERX 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 average fund size classification. USERXs minimum initial investment amount is $5000 while the IRA minimum is $100. USERXs expense ratio is roughly 2%. The latest USERXs front end load was 0% and the back end load was 0%. The U.S. Global Investors Gold And Prec Mtls (USERX) mutual fund falls under the equity precious metals category. USERX focuses its investments in USA and USERX is focused on the materials industry or fund sector. The U.S. Global Investors Gold And Prec Mtls (USERX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find USERXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of USERXs 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; current income is secondary. The fund invests at least 80% of net assets in equity and equity related securities including common stock, preferred stock, convertible securities, rights and warrants, and depository receipts of companies principally involved in the mining, fabrication, processing, marketing, or distribution of metals including gold, silver, platinum group, palladium and diamonds. It participates in private placements, initial public offerings (IPOs), and long-term equity anticipation securities (LEAPS). The funds non-diversified.

Management Analysis Update

The userx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update