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.
- NAV / 1-Day Return 5.38 / 1.47 %
- Total Assets 7.0 Mil
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Adj. Expense Ratio
- 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.