Ready to invest in American stocks?

Meet the U.S. Global Investors Holmes Macro Trends Fund – MEGAX.

For the 1-year period ended March 31, 2019, MEGAX was up 1.45 percent.

Year-to-date the fund was up an impressive 11 percent.

View standardized performance here.

This chart illustrates the performance of a hypothetical $10,000 investment made in MEGAX from 3/31/2009 to the most recent quarter end. In just ten years, with reinvestment of capital gains and dividends, the investment would have grown to $27,219.

MEGAX seeks to identify strong sectors, and within those sectors, to identify companies that have the greatest potential for growth. The fund invests primarily in a diversified portfolio of equity and equity-related securities of companies of all sizes and seeks long-term capital appreciation.

The fund’s benchmark is the S&P 1500, which allows our investment team to pick stocks from as much as 90 percent of total U.S. market capitalization. MEGAX can include not just large-cap stocks, but also historically fast-growing small- and mid-cap stocks as well.

Get Your Free Investment Kit

Please fill out the form to request your free investment kit, including prospectus and application, by mail.


Why invest in the U.S. stock market through MEGAX?

Thanks to lower corporate taxes and business-friendly policies, the U.S. economy is strong. Now might be the time to consider investing in high-quality domestic stocks with strong growth prospects. Stock markets can be volatile, and it’s important to invest wisely. The portfolio management team at U.S. Global Investors has over 60 years combined experience managing money.

To look for opportunities and manage risk in MEGAX, our investment team uses these factors, among others, to screen for profitability: sales per share growth, return on invested capital growth and revenue per employee. We then filter stocks based on return on equity to measure how effectively a company has been using its assets to generate profits.

MEGAX is trading at a deep discount to the market. The fund was trading at an attractive 12.41 times earnings as of March 31, 2019. That’s quite a bit less than the market and the fund’s benchmark, the S&P 1500, which was trading at 19.30 times earnings.