Breaking News
Get 40% Off 0
🎁 💸 Warren Buffett's Top Picks Are Up +49.1%. Copy Them to Your Watchlist – For Free Copy Portfolio
Close

U.s. Global Investors Gold And Precious Metals Fund (USERX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
11.70 -0.04    -0.34%
31/05 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  U.S. Global Investors
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 106.93M
US Global Investors Gld & Prec Mtls 11.70 -0.04 -0.34%

USERX Overview

 
On this page you'll find an in-depth profile of U.s. Global Investors Gold And Precious Metals Fund. Learn about the key management, total assets, investment strategy and contact information of USERX among other information.
Category

Equity Precious Metals

Total Assets

106.93M

Expenses

1.46%

Inception Date

27211

Contact Information

Address P.O. Box 781234
San Antonio,TX 78278-1234
United States
Phone +1 8008738637

Top Executives

Name Title Since Until
Joanna Sawicka - 2020 Now
Ralph P. Aldis Portfolio Manager 2001 Now
Biography Ralph P. Aldis, CFA, is a Portfolio Manager for U.S. Global Investors, Inc. Aldis has served as senior research analyst of the U.S. Global Investors, Inc. since 2001. Previously he was with United Services Advisors as director of research and analysis since April 1989. Before that, he spent three years in the research department at Neil A. Eisner and Company, and he also worked as a research assistant at Southwest Energy Associates during the summer of 1986. He is a member of the Society of Economic Geologists and the San Antonio Society of Financial Analysts.
Frank E. Holmes CIO (Chief Investment Officer) 1999 Now
Biography Mr. Holmes is Chief Executive Officer since 1989 and Chief Investment Officer since 1999 at U.S. Global Investors, Inc. Mr. Holmes had investment banking experience in the international capital markets and the gold mining industry. He was formerly President and Chairman of the Toronto Society of the Investment Dealers Association and a member of the Toronto Stock Exchange's Listing Committee as well as a member seat holder of the stock exchanges in Toronto, Montreal, Vancouver and Alberta.
Juan Leon - 2020 2021
Gilbert Atzom analyst and Portfolio Manager 1998 1999
Biography Atzmon is a gold-stock analyst and portfolio manager with U.S. Global Investors. He was a portfolio manager with the firm from 1987 to 1990 and returned in 1998. During the period away from U.S. Global, he was vice president of investor relations for Dayton Mining Corporation from 1990 to 1993. From 1993 to 1998, he ran his own consulting and management firm advising money managers and mining companies.
Michael J. Chapman Senior Investment Analyst 1998 1999
Biography Michael J. Chapman, CFA, joined Private Capital in 2009 as a Senior Investment Analyst. Previously, Mr. Chapman served as a co-portfolio manager for the Mid-Cap Basic Value fund at AIM Investments from 2001 to 2009; an equity analyst for JPMorgan Fleming from 1999 to 2001; an equity analyst for private wealth manager Gulf Investment Management in 1999; and as a natural resource analyst for U.S. Global Investors from 1995 to 1999. A petroleum engineer by training, Mr. Chapman has experience covering a broad range of small/mid capitalization companies in diverse areas, including basic materials, telecom, natural resources, utilities, consumer staples, and industrials. Mr. Chapman earned both his Master of Arts degree in Energy and Mineral Resources, and his Bachelor of Science degree in Petroleum Engineering, from the University of Texas.
Victor Flores CIO 1992 1998
Biography Flores joined United Services Advisors as an analyst in 1988 and began managing portfolios in 1990. Currently he serves as the company's chief investment officer. He emphasizes fundamental analysis, creating cash-flow models to determine a stock's true value, and visiting company operations to observe company management. Flores, a Chartered Financial Analyst, is a member of the San Antonio Society of Financial Analysts and the Society for Mining Metallurgy and Exploration.
Edmund Serfaty - 1987 1992
Brad Heaston - 1985 1987
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

USERX Comments

Write your thoughts about U.s. Global Investors Gold And Precious Metals Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email