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You always have easy access to your money.

You can withdraw money from your account by written request or by telephone exchange. Investors should be aware that investment returns and principal value will vary, and you may have a gain or loss when you sell shares.

You may exchange shares using the automated telephone system; speaking to an investor representative; using our website, www.usfunds.com; or by mail. Certain restrictions or fees may apply. You may be charged $5 by the transfer agent for each exchange out of any fund account. Retirement accounts are allowed three free exchanges per calendar quarter.

Did you know...? For instant liquidity, you can transfer money by phone to your U.S. Treasury Securities Cash Fund account and then write a check for any amount you need. If you have yet to invest in our money market fund, call 1-800-US-FUNDS for a free investment kit.

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.

ABC Investment Plan®

The ABC Investment Plan® provides you with an opportunity to automatically invest in our funds with a lower initial investment.

The ABC Investment Plan® allows you to open an account with $1000 when you make monthly investments of $100 or more. Simply choose the amount you want to invest and the day of the month you want to invest it. According to your instructions, we will transfer the money from your checking account and invest it in the fund of your choice.

Monthly investing is easy and affordable.

Long-term goals like buying a home, saving for college or building a retirement nest egg are achieved more easily when you put aside a little each month. Automatic reinvestment and compounding of dividend income adds momentum to the building of your wealth. And, because the amount you invest stays the same, your money buys more shares when the price is low and fewer shares when the price is high.

A program of regular investing doesn’t assure a profit or protect against loss in a declining market. You should evaluate your ability to continue in such a program in view of the possibility that you may have to redeem fund shares in periods of declining share prices as well as in periods of rising prices.


Attention parents
and grandparents:


The ABC Investment Plan® is a powerful tool for teaching children the rewards of saving and investing regularly. With the ABC Investment Plan,® they can watch their savings grow and witness the benefits of compounding earnings over time. These invaluable financial lessons can provide a lifetime of benefits.

not part of prospectus

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