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%

Top Holdings

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Peer Comparison

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Peer outperformance: PRO
Category rank: PRO
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Peer Avg
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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. View all UNWIX holdings, sector breakdown, or dividend history.

UNWIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UNWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.