USERX currently has four stars overall from Morningstar, among 71
Equity Precious Metals funds as of 6/30/2015, based on risk - adjusted returns.
Morningstar ratings based on risk - adjusted return and number of funds Category:
Equity Precious Metals funds Through: 03/31/2018
Morningstar ratings for the Gold and Precious Metals Fund (USERX), in
the Equity Precious Metals fund category: USERX was rated 5 Stars Overall out of 71 funds, 5 Stars out of 71 funds for the three - year period, 5 Stars out of 64 funds for the five - year period, and 4 Stars out of 46 funds for the 10 - year period, as of December 31, 2016.
Not exact matches
Under normal market conditions, the Gold and
Precious Metals Fund will invest at least 80 percent of its net assets in equity securities of companies predominately involved in the mining, fabrication, processing, marketing, or distribution of metals including gold, silver, platinum group, palladium and dia
Metals Fund will invest at least 80 percent of its net assets in
equity securities of companies predominately involved in the mining, fabrication, processing, marketing, or distribution of
metals including gold, silver, platinum group, palladium and dia
metals including gold, silver, platinum group, palladium and diamonds.
Like you, it was a little out of whack since
equities have been on fire and my
precious metals fund was through the roof, almost doubling so far this year!
Morningstar ratings based on risk - adjusted return and number of
funds Category:
Equity Precious Metals Through: March 31, 2018
In both ways, the Hussman
Funds can contribute to a well - constructed, diversified portfolio that includes U.S.
equities, international
equities, U.S. Treasury securities, and as appropriate,
precious metals shares, U.S. agency securities, investment grade corporate bonds, and Treasury inflation - protected securities.
Holdings in the
funds mentioned as a percentage of net assets as of 06/30/2014: Klondex Mines Ltd. (1.34 % in Global Resources
Fund, 6.58 % in Gold and
Precious Metals Fund, 6.60 % in World
Precious Minerals
Fund); Comstock Mining Inc. (3.57 % in Gold and
Precious Metals Fund, 2.12 % in World
Precious Minerals
Fund); Franco - Nevada Corp. (0.53 % in All American
Equity Fund, 2.21 % in Global Resources
Fund, 2.45 % in Gold and
Precious Metals Fund, 0.55 % in Holmes Macro Trends
Fund, 1.16 % in World
Precious Minerals
Fund); Royal Gold Inc. (0.58 % in All American
Equity Fund, 2.18 % in Global Resources
Fund, 3.14 % in Gold and
Precious Metals Fund, 0.59 % in Holmes Macro Trends
Fund, 0.91 % in World
Precious Minerals
Fund).
The Hussman
Funds remain defensive toward
equities, and generally but not aggressively constructive toward Treasury bonds and
precious metals shares.
In August 2016, Luke relaunched the legendary Secret Stock Files, where he plans to again leverage a cyclical upswing in the gold and
precious metal markets with a diversified portfolio of physical
metals,
equities, and
funds.
Co-founder of Hinde Capital, an alternative
fund management company in
equity and
precious metals.
Lipper named the Gold and
Precious Metals Fund the Best
Precious Metals Equity Fund, out of 62
funds, for the three - year period ending 11/30/2016.
The Hussman
Funds remain defensive toward
equities, modestly constructive toward Treasury bonds, and moderately constructive toward
precious metals shares.
Our recommendations cover
equities, bonds, options,
funds, real estate, collectibles,
precious metals and currencies.
Morningstar ratings based on risk - adjusted return and number of
funds Category:
Equity Precious Metals Through: 6/30/2015
In response to fresh measures of economic weakness last week, coupled with an elevated ratio of gold prices to gold
equity prices and negative real interest rates, the
Fund boosted its holdings of
precious metals shares to about 10 % of assets.
Normally at least 80 % of the
fund's assets will be invested in
equity securities of domestic and foreign companies (including those located in emerging markets) principally engaged in the exploration, mining, or processing of gold and other
precious metals and minerals, such as platinum, silver, and diamonds.
Funds in the
Precious Metals Equity category must invest at least 90 % of their equity holdings in the securities of companies in the Gold and Precious Metals s
Equity category must invest at least 90 % of their
equity holdings in the securities of companies in the Gold and Precious Metals s
equity holdings in the securities of companies in the Gold and
Precious Metals sector.
As you can see from the above list, you have plenty of choices in the U.S.
equity funds category, while specialty or sector
funds, which could include real estate and
precious metal, are rather limited.
Purchase or sell commodities, commodity contracts or real estate, including interests in real estate limited partnerships, provided that the
fund may (1) purchase securities of companies that deal in real estate or interests therein (including REITs); (2) purchase or sell futures contracts, options contracts,
equity index participations and index participation contracts; and (3) purchase securities of companies that deal in
precious metals or interests therein.
One of these
funds is Old Mutual Gold & Silver, which oversees $ 220 million of
precious metal equities.