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US Global Invs US Govt Ultra-Shrt Bd UGSDX Fund Analysis

| Quantitative rating as of | See U.S. Global Investors Investment Hub

Morningstar’s Analysis UGSDX

Will UGSDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in US Global Invs US Govt Ultra-Shrt Bd's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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