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U.S. Global Investors World Precious Minerals Fund (UNWPX)

1.4600 +0.0300 (+2.10%)
At close: 8:01:56 PM EST
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DELL
  • Previous Close 1.4300
  • YTD Return 4.83%
  • Expense Ratio 1.47%
  • Category Equity Precious Metals
  • Last Cap Gain -939.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 38.73M
  • Beta (5Y Monthly) 0.98
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 1.85
  • Inception Date Nov 27, 1985

Under normal market conditions, the fund will invest at least 80% of its net assets in equity and equity-related securities of companies principally engaged in the exploration for, or mining and processing of, precious stones and minerals, including but not limited to, gold, silver, platinum group, palladium, rare earth minerals, and diamonds. The fund also may purchase call and put options, and enter into covered option writing transactions. In addition, the fund may invest up to 15% of its net assets in illiquid securities. It is non-diversified.

U.S. Global Investors

Fund Family

Equity Precious Metals

Fund Category

38.73M

Net Assets

1985-11-27

Inception Date

Performance Overview: UNWPX

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Trailing returns as of 12/19/2024. Category is Equity Precious Metals.

YTD Return

UNWPX
4.83%
Category
4.69%
 

1-Year Return

UNWPX
6.29%
Category
11.83%
 

3-Year Return

UNWPX
15.52%
Category
16.23%
 

5-Year Return

UNWPX
0.31%
Category
5.29%
 

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Holdings: UNWPX

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Top 8 Holdings (37.02% of Total Assets)

SymbolCompany% Assets
TSG.V
TriStar Gold, Inc. 9.44%
KNT.TO
K92 Mining Inc. 5.93%
NANO.TO
Nano One Materials Corp. 5.22%
RDS.V
Radisson Mining Resources Inc. 4.45%
VZLA.TO
Vizsla Silver Corp. 3.50%
DV.V
Dolly Varden Silver Corporation 3.13%
ASE.CN
Asante Gold Corporation 2.93%
FNM.V
First Nordic Metals Corp. 2.42%

Sector Weightings

SectorUNWPX
Technology   0.01%
Real Estate   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: UNWPX

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Research Reports: UNWPX

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