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Services to Keep You Informed

Account Statements

Each time you make a transaction or a dividend is paid, you’ll receive an account statement.

Investment Center

The Center is staffed by a team of investor representatives who are mutual fund specialists. They are dedicated to helping you maximize your investment experience with U.S. Global Investors. You can call 1-800 US-FUNDS to have our specialists answer questions about your investment, explain how our family of funds can help you build a diversified portfolio, provide you with educational tools to help you learn how to build wealth, suggest strategies for making investing easy and assist you in making account transactions. The Investment Center is open every business day from 7:30 a.m. to 7:00 p.m. (CST). 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

Each quarter 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.

Internet Website

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 Connection

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.

Not part of prospectus