NASDAQ: GROW U.S. Global Investors
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Welcome to U.S. Global Investors, Inc. - Family of Mutual Funds
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arrowWebcasts/Podcasts arrow Press Center arrow Forms and Prospectuses arrow About the AdvisorarrowFrank Talk

Portfolio Teams

Global Resources Fund Frank E. Holmes
Brian K. Hicks, CFA
Evan W. Smith, CFA
Gold and Precious Metals Fund Frank E. Holmes
Ralph P. Aldis, CFA
World Precious Minerals Fund Frank E. Holmes
Ralph P. Aldis, CFA
China Region Opportunity Fund Frank E. Holmes
Romeo A. Dator, CFA
Eastern European Fund Andrew Wiles
Stefan Böttcher
Julian Mayo
Global Emerging Markets Fund Stefan Böttcher
Julian Mayo
Global MegaTrends Fund Frank E. Holmes
John Derrick, CFA
Romeo A. Dator, CFA
Jack Dzierwa
All American Equity Fund Frank E. Holmes
John Derrick, CFA
Romeo A. Dator, CFA
Holmes Growth Fund Frank E. Holmes
John Derrick, CFA
Romeo A. Dator, CFA
Tax Free Fund Frank E. Holmes
John Derrick, CFA
Near-Term Tax Free Fund Frank E. Holmes
John Derrick, CFA
U.S. Government Securities Savings Fund Frank E. Holmes
John Derrick, CFA
U.S. Treasury Securities Cash Fund Frank E. Holmes
John Derrick, CFA

Please consider carefully the fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by visiting www.usfunds.com or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Distributed by U.S. Global Brokerage, Inc. An investment in a money market fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk. Gold funds may be susceptible to adverse economic, political or regulatory developments due to concentrating in a single theme. The price of gold is subject to substantial price fluctuations over short periods of time and may be affected by unpredicted international monetary and political policies. We suggest investing no more than 5% to 10% of your portfolio in gold or gold stocks. Because the Global Resources Fund concentrates its investments in a specific industry, the fund may be subject to greater risks and fluctuations than a portfolio representing a broader range of industries. By investing in a specific geographic region, a regional fund’s returns and share price may be more volatile than those of a less concentrated portfolio. Tax-exempt Income is federal income tax free. A portion of this income may be subject to state and local income taxes, and if applicable, may subject certain investors to the Alternative Minimum Tax as well. Bond funds are subject to interest-rate risk; their value declines as interest rates rise.