Global Resources Fund Quote
| PSPFX Fund | USD 3.80 0.02 0.53% |
PerformanceInsignificant
| Odds Of DistressLow
|
Global Resources is trading at 3.80 as of the 21st of March 2025; that is 0.53 percent increase since the beginning of the trading day. The fund's open price was 3.78. Global Resources has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity and equity-related securities of companies involved in the natural resources industries, which include, among others, the following industries natural gas, integrated oil companies, hard rock or oil and gas drilling, oil and gas exploration and production, oil and gas refining, oilfield equipmentservices, aluminum, chemicals, base metals and specialty minerals, gold and precious metals, iron and steel, paper and forest products, etc.. More on Global Resources Fund
Moving against Global Mutual Fund
Global Mutual Fund Highlights
| Thematic Idea | Energy Funds (View all Themes) |
| Fund Concentration | U.S. Global Investors Funds, Large Funds, Natural Resources Funds, Energy Funds, Natural Resources, U.S. Global Investors, Large, Natural Resources (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Global Resources Fund [PSPFX] is traded in USA and was established 21st of March 2025. Global Resources is listed under U.S. Global Investors category by Fama And French industry classification. The fund is listed under Natural Resources category and is part of U.S. Global Investors family. The entity is thematically classified as Energy Funds. This fund at this time has accumulated 50.75 M in assets with minimum initial investment of 5 K. Global Resources is currently producing year-to-date (YTD) return of 2.19% with the current yeild of 0.04%, while the total return for the last 3 years was -8.59%.
Check Global Resources Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Global Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Global Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Global Resources Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Global Resources Fund Mutual Fund Constituents
| RYAM | Rayonier Advanced Materials | Stock | Materials | |
| TGS | Transportadora de Gas | Stock | Energy | |
| DQ | Daqo New Energy | Stock | Information Technology | |
| TX | Ternium SA ADR | Stock | Materials | |
| CSIQ | Canadian Solar | Stock | Information Technology | |
| DNGYF | DNGYF | OTC Stock | US OTC Stock | |
| PLUG | Plug Power | Stock | Industrials | |
| TPIC | TPI Composites | Stock | Industrials |
Global Resources Risk Profiles
| Mean Deviation | 0.914 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.4 | |||
| Risk Adjusted Performance | (0.03) |
Global Resources Against Markets
Other Information on Investing in Global Mutual Fund
Global Resources financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Resources security.
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