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US Global Investors China Region Inv USCOX

Quantitative rating as of | See U.S. Global Investors Investment Hub
  • NAV / 1-Day Return 5.38  /  1.47 %
  • Total Assets 7.0 Mil
  • Adj. Expense Ratio
    2.390%
  • Expense Ratio 3.140%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category China Region
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 4.03%
  • Turnover 278%

Morningstar’s Analysis USCOX

Will USCOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in US Global Investors China Region Inv's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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