The World is Powered by
Natural Resources
Do you have the 4-Star Global Resources Fund in your portfolio?
From high speed Chinese rails, to high rises in Mumbai, to the car in your driveway, the world is powered, built and driven by natural resources. The world’s population is growing rapidly, and the ranks of middle class consumers of these resources are growing even more rapidly—all wanting to move faster, grow stronger, and be more connected.
How is your portfolio positioned to take advantage of these trends?
Discover the 4-Star Global Resources Fund.
 |
|||
|---|---|---|---|
★★★ |
★★★★ |
★ |
★★★★ |
| Overall Out of 117 funds |
3-Year Out of 117 funds |
5-Year Out of 94 funds |
10-Year Out of 40 funds |
Morningstar ratings and number of funds
Category: Natural Resources funds
Through: 12/31/2012
With a history of growth, access to the companies driven by the huge demand for commodities, and expert, professional management, the Global Resources Fund can add the fuel of growth potential to your portfolio.
Of course, no investment can guarantee a profit. Natural resource investing is a specialized sector and subject to certain risks.
The chart illustrates the performance of a hypothetical $10,000 investment made in the fund during the depicted time frame, compared to its benchmark index. Figures include reinvestment of capital gains and dividends, but the performance does not include the effect of any direct fees described in the fund’s prospectus (e.g., short-term trading fees) which, if applicable, would lower your total returns.
| 1-year | 3-year | 5-year | 10-year | Gross Expense Ratio | |
|---|---|---|---|---|---|
| Global Resources Fund | 6.93% | 6.26% | -5.22% | 17.61% | 1.72% |
| Morgan Stanley Commodity Related Equity Index |
1.36% | 4.46% | 0.74% | 15.38% | n/a |
| S&P 500 Stock Index | 16.00% | 10.86% | 1.66% | 7.09% | n/a |
Expense ratios as stated in the most recent prospectus. Performance data quoted above is historical. Past performance is no guarantee of future results. Results reflect the reinvestment of dividends and other earnings. 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. Performance does not include the effect of any direct fees described in the fund’s prospectus (e.g., short-term trading fees of 0.25%) which, if applicable, would lower your total returns. Performance quoted for periods of one year or less is cumulative and not annualized. Obtain performance data current to the most recent month-end at www.usfunds.com or 1-800-US-FUNDS.
Please consider carefully the fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by visiting www.usfunds.com or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Distributed by U.S. Global Brokerage, Inc.
Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk. Because the Global Resources Fund concentrates its investments in a specific industry, the fund may be subject to greater risks and fluctuations than a portfolio representing a broader range of industries
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. The S&P 500 Stock Index is a widely recognized capitalization-weighted index of 500 common stock prices in U.S. companies.
The Overall Morningstar Rating for a fund is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Past performance does not guarantee future results. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.)