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.

Show Me the Stocks, Not the Cash, Say Optimistic CEOs

In early March, I made the case that there’s no greater vote of confidence in a company’s growth prospects than when its top officers put some skin in the game and buy their own company stock...

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Yes, the Top 1 Percent Do Pay Their Fair Share in Income Taxes

In January 2014, I posted what has unexpectedly become one of my most widely-read articles, “What Does It Take to Be in the Top 1 Percent? Not as Much as You Think...

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Deutsche: Airlines Will Generate Nearly $25 Billion in Operating Income

A recent Deutsche Bank report projects a total airline industry first-quarter pretax profit of $3.5 billion, up from $700 million this time last year—a 400-percent improvement....

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Net Asset Value
as of 05/05/2015

Global Resources Fund PSPFX $6.17 -0.03 Gold and Precious Metals Fund USERX $5.87 -0.01 World Precious Minerals Fund UNWPX $4.89 -0.02 China Region Fund USCOX $9.78 -0.27 Emerging Europe Fund EUROX $6.90 0.03 All American Equity Fund GBTFX $28.30 -0.31 Holmes Macro Trends Fund MEGAX $20.55 -0.38 Near-Term Tax Free Fund NEARX $2.24 -0.01 China Region Fund USCOX $9.78 -0.27


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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