UNWIX Mutual Fund

UNWIX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.83%
Dividend Yield (Current)
-
Holdings
162
Inception Date
Mar 1, 2010
Fund Family
U.S. Global Investors, Inc.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

Asset Allocation

Stocks: 98.10%
Bonds: 1.51%
Other: 0.40%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

UNWIX Mutual Fund Overview

UNWIX Mutual Fund (US Global Investors Funds World Precious Minerals Fund Insti Cl Shs) is managed by U.S. Global Investors, Inc.. UNWIX expense ratio is 0.83%, holding 162 positions across various sectors. Inception date: 2010-03-01.

UNWIX performance shows data across multiple time periods..

UNWIX top holdings include a diversified portfolio. Go to all UNWIX holdings, UNWIX sectors, or UNWIX dividends.

UNWIX can be compared against other funds. Use UNWIX overlap to find shared positions, or UNWIX vs another fund for a side-by-side view. UNWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.