US Global Investors Holmes Growth (ACBGX)
24.89 0.10(0.40%) Dec 10
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for ACBGX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.85%|
Performance & Risk
|5y Avg Return:||15.22%|
|Rank in Category (ytd):||11|
|% Rank in Category (ytd):||1.56%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital appreciation.
The fund normally invests primarily in a diversified portfolio of equity and equity-related securities. The equity and equity-related securities in which the fund primarily invests are common stocks, preferred stocks, convertible securities, rights and warrants, and depository receipts (ADRs and GDRs). The fund may invest up to 25% of its total assets in foreign securities that are not publicly traded in the U.S. It also may purchase call and put options, and enter into covered option writing transactions. In addition, the fund may invest up to 15% of its net assets in illiquid securities. View More