Usgi Global Luxury Goods FundUSLUX

MUTUAL FUNDU.S
Type
Mutual fund
Peer group
Global equity
Net assets
$48.9M
Expense ratio
1.75%
1-year return
+8.8%
3 years, a year
+8.2%
5 years, a year
+6.3%
Holdings
53

What it aims to do.

The Global Luxury Goods Funds primary objective is to seek long-term capital appreciation.

Top 10 holdings.

Holding% of fund
LVMH Moet Hennessy Louis Vuitt7.04%
Hermes International SCA6.81%
N/A6.15%
N/A6.15%
RACE Ferrari NV5.49%
TSLA Tesla Inc5.40%
Cie Financiere Richemont SA4.83%
RCL Royal Caribbean Cruises Ltd4.80%
AMZN Amazon.com Inc4.05%
Mercedes-Benz Group AG3.62%

More on USLUX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.