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U.S. Global Investors Near-Term Tax Free Fund (NEARX)

US Funds

从投资组合添加/删除添加至投资组合

2.09 0.00 0%

20/12 - 闭盘. USD 货币

类型: 基金

市场: 美国

发行商: U.S. Global Investors

资产类别: 股票

晨星评级:
总资产: 23.49M

NEARX概述

本页面提供U.S. Global Investors Near-Term Tax Free Fund的详细介绍，帮助您了解NEARX的高管、总资产、投资策略和联系方式等信息。

种类

Muni National Short

总资产

23.49M

费用

0.45%

开始日期

33211

联络信息

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

电话 +1 8008738637

网址 www.usfunds.com

高管

名称	标题	任期	至
Joanna Sawicka	-	2020	now
Ralph P. Aldis	Portfolio Manager	2015	now
背景介紹	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	now
背景介紹	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
背景介紹	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
背景介紹	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
背景介紹	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
背景介紹	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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