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Invest in the China Region

U.S. Global Investors China Region Fund (USCOX)

This China growth fund generally follows the Hang Seng Index and provides investors with access to the Hong Kong stock market and surrounding markets such as Korea, Taiwan and Singapore. USCOX is a China mutual fund seeking long-term capital appreciation.

Hypothetically, if one were to have invested $10,000 in USCOX in December 2016, by the end of 2017 the investment might have grown to over $15,000. See how the mutual fund outperformed its benchmark, the Hang Seng Index, in 2017.

Hypothetical Growth of $10,000 from 12/30/2016 to 12/29/2017

Source: Bloomberg, U.S. Global Investors. Past performance does not guarantee future results. Current performance may be higher or lower than the performance data quoted. The principal value and investment return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost.


USCOX Mutual Fund Strategy

The fund invests in both new and existing enterprises registered and operating in China and the surrounding region. At least 80 percent of the fund’s assets are invested in equity securities, including common stock, preferred stock, convertible securities, rights and warrants and depository receipts of companies located in the China region. The fund will invest in securities in the authorized China securities market; in particular, the Hong Kong, Shenzhen, and Shanghai stock exchanges.

Why invest in China with the USCOX mutual fund?

  • The fund invests in securities in authorized Chinese markets such as Hong Kong, Shenzhen and Shanghai.
  • The fund focuses on companies that we believe are poised to benefit the most from an increase in middle class consumption.
  • Founded in 1994, USCOX has a history of adapting to change in the China region.
  • The Hang Seng Index is the benchmark and the fund outperformed it for the majority of 2017.

Discover the history of the U.S. Global Investors China Region Fund (USCOX) in the video below!

How can you invest in the China Region through USCOX? Request an account application and more information by filling out the form below.

Please consider carefully a fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus here or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Foreside Fund Services, LLC, Distributor. U.S. Global Investors is the investment adviser.

Total Annualized Returns as of 12/31/2017
One-Year
Five-Year
Ten-Year
Gross Expense Ratio
China Region Fund (USCOX)
57.67%
9.03%
-0.81%
2.76%

The Adviser of the China Region Fund has voluntarily limited total fund operating expenses (exclusive of acquired fund fees and expenses of 0.02%, extraordinary expenses, taxes, brokerage commissions and interest, and advisory fee performance adjustments) to not exceed 2.55%. With the voluntary expense waiver amount of 0.38%, total annual expenses after reimbursement were 2.36%. U.S. Global Investors, Inc. can modify or terminate the voluntary limit at any time, which may lower a fund’s yield or return.

Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk. 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.

The Hang Seng Composite Index is a market capitalization-weighted index that comprises the top 200 companies listed on Stock Exchange of Hong Kong, based on average market cap for the 12 months.