Us Global Financials
| USLUX Fund | USD 21.73 0.03 0.14% |
USLUX |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Us Global Fund Summary
Us Global competes with Virtus High, Pia High, Lord Abbett, Alpine High, and Blackrock High. Under normal market conditions, the fund will invest at least 80 percent of its net assets in the securities of companies producing, processing, distributing, and manufacturing luxury products, services, or equipment. It will invest in securities of companies with economic ties to countries throughout the world, including emerging markets and the U.S. The fund may also invest in fixed-income securities of any credit quality and maturity, and the weighted average maturity of the portfolio may vary substantially over time.Specialization | Consumer Cyclical, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | US Global Investors |
| Mutual Fund Family | U.S. Global Investors |
| Mutual Fund Category | Consumer Cyclical |
| Benchmark | Dow Jones Industrial |
| Phone | 800 873 8637 |
| Currency | USD - US Dollar |
Us Global Key Financial Ratios
USLUX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Us Global's current stock value. Our valuation model uses many indicators to compare Us Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Us Global competition to find correlations between indicators driving Us Global's intrinsic value. More Info.Us Global Investors is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in net asset among similar funds making up about 117,208,440,000 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Us Global's earnings, one of the primary drivers of an investment's value.Us Global Investors Systematic Risk
Us Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Us Global volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Us Global Investors correlated with the market. If Beta is less than 0 Us Global generally moves in the opposite direction as compared to the market. If Us Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Us Global Investors is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Us Global is generally in the same direction as the market. If Beta > 1 Us Global moves generally in the same direction as, but more than the movement of the benchmark.
Us Global Thematic Clasifications
Us Global Investors is part of World Allocation Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in large global markets. Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe
This theme covers Funds investing in large global markets. Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe. Get More Thematic Ideas
Us Global Investors is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Consumer Cyclical category is currently estimated at about 23.94 Billion. Us Global adds roughly 46.88 Million in net asset claiming only tiny portion of funds in Consumer Cyclical category.| World Allocation Funds | View |
Us Global November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Us Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Us Global Investors. We use our internally-developed statistical techniques to arrive at the intrinsic value of Us Global Investors based on widely used predictive technical indicators. In general, we focus on analyzing USLUX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Us Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9802 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 5.91 | |||
| Value At Risk | (1.59) | |||
| Potential Upside | 1.79 |
Other Information on Investing in USLUX Mutual Fund
Us Global financial ratios help investors to determine whether USLUX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in USLUX with respect to the benefits of owning Us Global security.
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