World Precious Minerals Fund Quote
| UNWPX Fund | USD 1.84 0.01 0.54% |
PerformanceSolid
| Odds Of DistressLow
|
World Precious is trading at 1.84 as of the 22nd of March 2025; that is 0.54 percent decrease since the beginning of the trading day. The fund's open price was 1.85. World Precious has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd 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 principally engaged in the exploration for, or mining and processing of, precious stones and minerals, including but not limited to, gold, silver, platinum group, palladium, rare earth minerals, and diamonds. More on World Precious Minerals
Moving together with World Mutual Fund
World Mutual Fund Highlights
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
World Precious Minerals [UNWPX] is traded in USA and was established 22nd of March 2025. World Precious is listed under U.S. Global Investors category by Fama And French industry classification. The fund is listed under Equity Precious Metals category and is part of U.S. Global Investors family. The entity is thematically classified as Precious Metals Funds. This fund at this time has accumulated 47.66 M in net assets with minimum initial investment of 5 K. World Precious Minerals is currently producing year-to-date (YTD) return of 19.59%, while the total return for the last 3 years was -11.11%.
Check World Precious 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 World 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 World 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 World Precious Minerals 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 World Precious Minerals Mutual Fund Constituents
| JNUG | Direxion Daily Junior | Etf | Trading--Leveraged Equity | |
| HL | Hecla Mining | Stock | Materials |
World Precious Minerals Risk Profiles
| Mean Deviation | 1.31 | |||
| Semi Deviation | 1.45 | |||
| Standard Deviation | 1.7 | |||
| Variance | 2.89 |
World Precious Against Markets
Other Information on Investing in World Mutual Fund
World Precious financial ratios help investors to determine whether World 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 World with respect to the benefits of owning World Precious security.
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