Toll-Free Telephone Link

Call 1-800-US-FUNDS anytime for your account balance, fund performance updates, share closing prices and fund insights direct from our portfolio managers. This automated service is available 24 hours a day, seven days a week.

Portfolio Direct

Listen to our portfolio managers’ insights and expectations for the markets. Call 1-800-US-FUNDS and select menu option 6.

The Shareholder Report

Periodically you will receive an educational report filled with financial solutions, fund performance highlights, insights from expert money managers and global perspectives on investing.

Financial Reports

We will provide you with detailed information on portfolio holdings and investment performance twice a year.

On the Web

Our website, www.usfunds.com, offers you services and information, including access to your account, an asset allocation tool for selecting an asset mix that meets your goals, and retirement planning worksheets to help you determine how much to save to reach your retirement goals. You can also download prospectuses, read the Shareholder Report, monitor share prices and learn more about our family of funds.

E-mail

You can communicate with the Investment Center via electronic mail. Send your questions to shsvc@usfunds.com. An investor representative will respond to your message within one business day.

Online Account Access

To view your account online, visit www.usfunds.com and click “Access My Account.” From there, you can check your balance, view your transaction history, request duplicate statements or make an exchange into a different fund.

Reading Fund Performance

Finding current price information for a U.S. Global Investors equity or bond fund is simple. Just turn to the mutual fund table in the business section of your newspaper or go to usfunds.com and click on “Fund Performance.”