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U.s. Global Investors Near-term Tax Free Fund (NEARX)

Fundos dos EUA

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2,11 0,00 0,00%

27/09 - Dados em Atraso. Moeda em USD ( Declaração de Riscos )

Classificação da Morningstar:
Total de ativos: 25,08M

Tipo: Fundo

Mercado: EUA

Emissor: U.S. Global Investors

Classe de Ativo: Ações

NEARX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de U.s. Global Investors Near-term Tax Free Fund. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de NEARX, entre outras informações.

Categoria

Muni National Short

Total de ativos

25,08M

Despesas

0,45%

Data de início

33211

Informações de Contato

Endereço P.O. Box 781234
San Antonio,TX 78278-1234
United States

Telefone +1 8008738637

Site www.usfunds.com

Principais Executivos

Nome	Título	Desde	Até
Joanna Sawicka	-	2020	Agora
Ralph P. Aldis	Portfolio Manager	2015	Agora
Biografia	Ralph P. Aldis, CFA, is a Portfolio Manager for U.S. Global Investors, Inc. Aldis has served as senior research analyst of the U.S. Global Investors, Inc. since 2001. Previously he was with United Services Advisors as director of research and analysis since April 1989. Before that, he spent three years in the research department at Neil A. Eisner and Company, and he also worked as a research assistant at Southwest Energy Associates during the summer of 1986. He is a member of the Society of Economic Geologists and the San Antonio Society of Financial Analysts.
Frank E. Holmes	CIO (Chief Investment Officer)	1999	Agora
Biografia	Mr. Holmes is Chief Executive Officer since 1989 and Chief Investment Officer since 1999 at U.S. Global Investors, Inc. Mr. Holmes had investment banking experience in the international capital markets and the gold mining industry. He was formerly President and Chairman of the Toronto Society of the Investment Dealers Association and a member of the Toronto Stock Exchange's Listing Committee as well as a member seat holder of the stock exchanges in Toronto, Montreal, Vancouver and Alberta.
Juan Leon	-	2020	2021
John Derrick	Portfolio Manager	1999	2015
Biografia	John Derrick, CFA has been a Portfolio Manager for the firm's growth strategies since 2015. Previously, he was the Director of Research and Portfolio Manager for U.S. Global Investors, Inc. Mr. Derrick has more than 15 years of portfolio management experience with an expertise in growth and emerging market strategies.
Creston A. King	Vice President	1995	1999
Biografia	Mr. King is a portfolio manager with Davis Selected Advisors, his employer since 1999. Previously, he was a portfolio manager at U.S. Global Advisors from 1993 to 1999. Prior to that, he served as a broker at Southwest Securities for one year. Mr. King holds the Chartered Financial Analyst designation.
Allen A. Parker	Vice President, Portfolio Manager	1992	1995
Biografia	Parker joined United Services Advisors as a vice president and portfolio manager in 1986. Previously, he spent six years in tax-shelter management and securities sales with Kidder Peabody and PaineWebber. He also spent four years as president of South Coast Mortgage Company. Parker is a value investor.
Michael K. Parish	Vice President, Portfolio Manager	1990	1992
Biografia	Parish joined Merrill Lynch Asset Management in 1991 as vice president and portfolio manager for nine international fixed-income funds. Previously, he managed global and international funds for Templeton International. He began his career with Wilmington Trust Company and then spent some time as a fixed-income analyst with John Alden Life Insurance Company. Parish holds the Chartered Financial Analyst designation.

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