MENU
+Compare
UNWPX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$1.49
Change
-$0.02 (-1.32%)
Net Assets
38.2M

UNWPX US Global Investors World Prec Mnral Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital plus protection against inflation and monetary instability. 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.

Market Cap

The average market capitalization across the US Global Investors World Prec Mnral MF is 2.21B. The market cap for tickers in the group ranges from 144.08M to 12.92B. IVPAF holds the highest valuation in this group at 12.92B. The lowest valued company is DOLLF at 144.08M.

Volume

The average weekly volume growth across all stocks in the US Global Investors World Prec Mnral MF was 59%. For the same stocks of the MF, the average monthly volume growth was -36% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 72
P/E Growth Rating: 85
Price Growth Rating: 60
SMR Rating: 78
Profit Risk Rating: 53
Seasonality Score: 30 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category PreciousMetals

Profile
Fundamentals
Details
Category
Equity Precious Metals
Address
US Global Investors Funds7900 Callaghan Road P.O. Box 781234San Antonio
Phone
2103081234
Web
www.usfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
EICIX16.99-0.04
-0.23%
EIC Value Institutional
LKINX13.63-0.05
-0.37%
LKCM International Equity
FCGAX151.34-0.77
-0.51%
Franklin Growth Adv
SLCAX17.32-0.11
-0.63%
SEI Large Cap A (SIIT)
SGGDX26.46-0.18
-0.68%
First Eagle Gold A

UNWPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UNWPX has been closely correlated with FGADX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if UNWPX jumps, then FGADX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UNWPX
1D Price
Change %
UNWPX100%
-1.32%
FGADX - UNWPX
82%
Closely correlated
-0.89%
FKRCX - UNWPX
82%
Closely correlated
-0.92%
IOGYX - UNWPX
82%
Closely correlated
-0.70%
FSAGX - UNWPX
79%
Closely correlated
-0.75%
FEURX - UNWPX
78%
Closely correlated
-0.69%
More