Our Mutual Funds Investors

U.S. Global Investors, Inc. is a boutique investment advisor specializing in emerging markets and natural resources. Our portfolio managers travel the earth researching opportunities

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Mutual Fund Investment Styles

In this article Investment styles impact fund return potential Active vs. passive investing styles Growth vs. value approaches Know a fund manager’s style before

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Mutual Fund Categories

How Mutual Funds are Categorized Mutual fund categories are defined by the classification criteria introduced in the preceding subsection. The categorization of mutual funds

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Morningstar Style Box_1

http%3a%2f%2fwww.morningstar.com%2fInvGlossary%2fGlossary.aspx%3fterm%3dmorningstar_style_box Morningstar Style Box This is a proprietary Morningstar data point. The Morningstar Style Box is a nine-square grid that provides a graphical representation

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Morningstar In the free encyclopedia

Contents History [ edit ] Founder Joe Mansueto initially had the idea for Morningstar in 1982 while reviewing mutual fund annual reports he had

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Morningstar Broadens Style Box Methodology

Morningstar, the Chicago-headquartered fund tracker, said it is updating the methodology it uses to pigeonhole mutual funds in its popular style boxes. Like passive

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Mid Cap Value Fund Artisan Funds

Investment Process Highlights The investment team seeks to invest in cash producing business in strong financial condition that are selling at undemanding valuations. The

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How to Read a MorningStar Mutual Fund Style Box

About 20 years ago, MorningStar created a mutual fund style box that helps investors understand what type of mutual fund they were investing in,

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Federated Fair Funds

Distribution Update for the Federated Fair Fund Settlement The Federated Fair Fund settlement has been completed in accordance with the Plan of Distribution. No

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Fama and French threefactor model

The Fama and French three-factor model is used to explain differences in the returns of diversified equity portfolios. The model compares a portfolio to

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