U.S. Global Investors Wld Prec MineralsUNWPX

Morningstar Rating

Fund Research and Analysis

by Michael Breen

The sun is shining now at U.S. Global Investors World Precious Minerals, but bring an umbrella.

The good news: Powered by huge gains in nearly all its top-25 holdings, this fund has jumped 97.8% over the past year, trouncing the MSCI World/Metals & Read more

Kudos

Experienced managers. Read more

Risks

Highly volatile and prone to steep, near-term losses.

Focus on small, unproven firms.

Strategy

The managers set a macroeconomic view on commodities and then use bottom-up analysis to pick stocks. They have tended to favor small and intermediate gold and metals exploration firms. Such firms often Read more

Management

Frank Holmes is CEO and CIO of U.S. Global Investors. He sets the firm's macroeconomic view on commodities and also runs several other funds. Ralph Aldis is a metals specialist. Read more

Inside Scoop

A focus on small exploration firms makes this fund volatile. It has had plenty of strong runs in up markets but has also got creamed in downdrafts. It provides a bumpy ride Read more

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