Insights & Research

The Optimistic Investor in a Pessimistic World
The Optimistic Investor in a Pessimistic World

Frank Holmes speaks at Investment U.

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600 Million Reasons to Keep Our Eyes on India
Frank Holmes Speaks at the Vancouver Resource Conference

The latest shareholder report.

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Can You Handle the Stress of Losing 40 Percent in the Market

A story of two investors.

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5 Reasons Why Short-Term Munis Make Sense
5 Reasons why Short-term munis make sense

Learn more about the benefits of municipal bonds.

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Global Market Analysis
U.S. Global Investors Global Market Analysis

The Investment Team’s weekly perspectives.

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Frank Talk

A blog by Frank Holmes, CEO and Chief Investment Officer, discussing current topics in global investing.

Finding Value in Declining Commodity Prices

I’m going to begin with a bit of good news. Below is our China Region Fund (USCOX). As you can see, not only has it broken above its 50- and 200-day moving averages, but it’s also trading at four-year highs...

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Ralph Aldis: Gold Mining Success Lies in Proper Capital Allocation

“The proper use of capital allocation is to maximize long-term value per share.”

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These Signs Point to an Airline Industry Secular Bull Market

Early last week I was in Melbourne, Australia, attending a conference for chief executives from all over the world...

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Net Asset Value
as of 04/17/2015

Global Resources Fund PSPFX $6.01 -0.06 Gold and Precious Metals Fund USERX $5.63 0.01 World Precious Minerals Fund UNWPX $4.71 0.02 China Region Fund USCOX $9.67 -0.17 Emerging Europe Fund EUROX $6.68 -0.21 All American Equity Fund GBTFX $28.30 -0.33 Holmes Macro Trends Fund MEGAX $20.76 -0.34 Near-Term Tax Free Fund NEARX $2.25 No Change China Region Fund USCOX $9.67 -0.17

MUTUAL FUND SPOTLIGHT

Near-Term Tax Free Fund

The Near-Term Tax Free Fund invests in municipal bonds with relatively short maturity. The fund seeks to provide tax-free monthly income by investing in debt securities issued by state and local governments from across the country.

Learn more about the Near-Term Tax Free Fund

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