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About the Global Resources Fund

The Global Resources Fund takes a multi-faceted approach to the natural resources sector by investing in energy and basic materials. The fund invests in companies involved in the exploration, production and processing of petroleum, natural gas, coal, alternative energies, chemicals, mining, iron and steel, and paper and forest products, and can invest in any part of the world.

Fund Objective

The Global Resources Fund seeks long-term growth of capital while providing protection against inflation and monetary instability.

Fund Strategy

Under normal market conditions, the Global Resources Fund normally invests at least 80 percent of its net assets in the common stock, preferred stock, convertible securities, rights and warrants, and depository receipts of companies involved in the natural resources industries. The fund may invest without limitation in any of the various natural resources industries.

The fund’s benchmark is the Morgan Stanley Commodity Related Index.

Read more about U.S. Global Investors’ investment process

The Morgan Stanley Commodity Related Index (CRX) is an equal-dollar weighted index of 20 stocks involved in commodity related industries such as energy, non-ferrous metals, agriculture, and forest products. The index was developed with a base value of 200 as of March 15, 1996.

Net Asset Value
as of 07/23/2014

Global Resources Fund PSPFX $10.26 0.01 Gold and Precious Metals Fund USERX $7.69 -0.06 World Precious Minerals Fund UNWPX $7.25 -0.03 China Region Fund USCOX $8.27 0.01 Emerging Europe Fund EUROX $8.29 0.06 All American Equity Fund GBTFX $33.21 0.22 Holmes Macro Trends Fund MEGAX $24.08 0.18 Near-Term Tax Free Fund NEARX $2.26 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change