Fund Guides
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All American Equity Fund
View this guide to learn more about the All American Equity Fund. This gives you an opportunity to invest in America's leading companies.
Holmes Growth Fund
View this guide to learn about a fund that seeks long-term growth of capital by investing in a portfolio of dynamic companies which offer the best growth prospects.
China Region Opportunity Fund
View this guide to learn about a fund that seeks capital appreciation by focusing on the economic growth in the Greater China Region, including China, Hong Kong, Singapore and Taiwan.
Global Emerging Markets Fund
View this guide to learn about the Global Emerging Markets Fund, which seeks long-term capital appreciation by investing in companies located in emerging market countries.
Global Resources Fund
View this guide to learn about a diversified natural resource fund with the principal objective of achieving long-term growth of capital, while providing protection against inflation and monetary instability.
Gold and Precious Metals Fund
View this guide to learn about the Gold and Precious Metals Fund. This fund's primary objective is capital appreciation and protection against inflation and monetary instability. The fund focuses on mid- and large capitalization senior gold producers.
Global MegaTrends Fund
(Fund guide coming soon)
Near-Term Tax Free Fund
View this guide to learn about the Near-Term Tax Free Fund. This fund invests in securities which pay interest that is exempt from federal income taxation. The Near-Term Tax Free Fund attempts to maintain an average weighted portfolio maturity of five years or less.
Eastern European Fund
View this guide to learn about the Eastern European Fund. This fund is structured to take advantage of undervaluation and strong growth in the markets of Central and Eastern Europe.
Tax Free Fund
View this guide to learn about the Tax Free Fund. This fund invests in securities which pay interest that is exempt from federal income taxation. The Tax Free Fund has no stated maturity restriction.
U.S. Government Securities Savings Fund
View this guide to learn about the U.S. Government Securities Savings Fund. This fund seeks to preserve capital and generate income by investing exclusively in short-term securities backed by the United States government or its agencies.
U.S. Treasury Securities Cash Fund
View this guide to learn about the U.S. Treasury Securities Cash Fund. This fund invests in short-term U.S. Treasury securities, which are protected by the full faith and credit of the United States government, and repurchase agreements, which are short-term lending arrangements collateralized by U.S. Treasury securities.
World Precious Minerals Fund
View this guide to learn about the World Precious Minerals Fund. This fund invests in all tiers of mining companies, including exploration companies. The World Precious Minerals Fund seeks long-term growth of capital, plus protection against inflation and monetary instability.
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. Investing in small- and mid-cap stocks may be more risky and more volatile than investing in large-cap stocks. 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.
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