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USERX
Mutual Fund ticker: NASDAQ
AS OF
Jan 17 closing price
Price
$12.27
Change
+$0.01 (+0.08%)
Net Assets
112.12M

USERX US Global Investors Gld & Prec Mtls Forecast, Technical & Fundamental Analysis

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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital plus protection against inflation and monetary instability; current income is a secondary objective. Under normal market conditions, the fund will invest at least 80% of its net assets in equity and equity-related securities of companies principally involved in the mining, fabrication, processing, marketing or distribution of precious metals including gold, silver, platinum group, palladium, as well as diamonds. The fund may also short positions in the fund's portfolio that are considered by the Adviser to be overvalued in an effort to realize a valuation discrepancy. The fund is non-diversified.

Market Cap

The average market capitalization across the US Global Investors Gld & Prec Mtls MF is 6.24B. The market cap for tickers in the group ranges from 103.98M to 29.62B. AEM holds the highest valuation in this group at 29.62B. The lowest valued company is VOXR at 103.98M.

Volume

The average weekly volume growth across all stocks in the US Global Investors Gld & Prec Mtls MF was -21%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was 33%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 49
Price Growth Rating: 49
SMR Rating: 75
Profit Risk Rating: 36
Seasonality Score: -55 (-100 ... +100)
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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
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USERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, USERX has been closely correlated with IOGYX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if USERX jumps, then IOGYX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To USERX
1D Price
Change %
USERX100%
+0.08%
IOGYX - USERX
96%
Closely correlated
+0.51%
FSAGX - USERX
95%
Closely correlated
+0.69%
FEURX - USERX
95%
Closely correlated
+0.25%
FGADX - USERX
95%
Closely correlated
+0.44%
FKRCX - USERX
95%
Closely correlated
+0.43%
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