Insights & Research

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Frank Holmes Speaks at the Vancouver Resource Conference

The latest shareholder report.

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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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Government Policy is a Precursor to Change

Frank Holmes speaks at Canadian Investment Conference.

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A Case for Municipal Bonds
The Optimistic Investor in a Pessimistic World

Learn about the history of no drama.

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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.

India Issues Its First Sovereign Gold Coin… to Curb Gold Imports

Gold tends not to leave India once it enters. As the world’s largest importer, the country consumes massive quantities...

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How Will These Leaders of 4 Billion People Change the World?

Last week the U.S. played host to three prominent and illustrious leaders to billions of people...

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Here's the World's Most "Calming" Investment Chart

Lately there’s been quite a lot of volatility in world markets. The Shanghai Composite Index has tumbled close to 40 percent since...

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Net Asset Value
as of 10/01/2015

Global Resources Fund PSPFX $4.64 0.03 Gold and Precious Metals Fund USERX $4.71 -0.09 World Precious Minerals Fund UNWPX $3.83 -0.08 China Region Fund USCOX $7.27 0.01 Emerging Europe Fund EUROX $5.37 -0.02 All American Equity Fund GBTFX $25.91 0.02 Holmes Macro Trends Fund MEGAX $19.35 0.09 Near-Term Tax Free Fund NEARX $2.25 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.01 No Change


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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