January 6, 2023
Is It Time to Rethink the 60/40 Portfolio?
Should investors continue to rebalance 60% stocks and 40% bonds?
Read full articleFilter By:
No resources found.
U.S. Global Investors offers exchange traded funds (ETFs) in addition to mutual funds.
Visit Website.Get the need-to-know information about our financial products, from investment objectives, strategies, and performance to fees and fund management.
Learn MoreExplore the performance of our eight no-load mutual funds here, which invest in a range of industries from natural resources and emerging markets, to precious metals and bonds.
Learn More.The Gold and Precious Metals Fund is the first no-load gold fund in the U.S. We have a history as pioneers in portfolio management in this specialized sector. Our team brings valuable background in geology and mining finance, important to understanding the technical side of the business.
Learn MoreThe World Precious Minerals Fund complements our Gold and Precious Metals Fund by giving investors increased exposure to junior and intermediate mining companies for added growth potential. With a high level of expertise in this specialized sector, our portfolio management team includes professionals with experience in geology, mineral resources and mining finance.
Learn MoreThe 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.
Learn More.The China Region Fund invests in one of the world’s fastest-growing regions. The China region has experienced many changes since the fund opened in 1994 but we believe the region continues to hold further investment opportunities. Many countries in the region possess characteristics similar to the United States prior to the industrial revolution: a thriving, young workforce, migration from rural to urban areas and shifting sentiment toward consumption.
Learn More.The Emerging Europe Fund focuses on a region that shares the same continent as the established economies of Western Europe, but has more in common with other emerging markets around the world. Many countries across emerging Europe are rich in resources, have strong banking and manufacturing sectors, healthy economies and lower debt levels than their western neighbors.
Learn More.The Global Luxury Goods Fund provides investors access to companies around the world that are involved in the design, manufacture and sale of products and services that are not considered to be essential but are highly desired within a culture or society.
Learn More.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.The U.S. Government Securities Ultra-Short Bond Fund is designed to be used as an investment that takes advantage of the security of U.S. Government bonds and obligations, while simultaneously pursuing a higher level of current income than money market funds offer.
Learn More.
U.S. Global Investors, Inc. is an innovative investment manager with vast experience in global markets and specialized sectors.
Learn MoreMeet the leadership team and investment managers that bring unique knowledge and experience from a variety of fields.
Learn MoreHere at U.S. Global Investors, we strive to serve our clients to the best of our abilities by using explicit and tacit knowledge to detect and account for trends and patterns not only in the domestic markets, but also globally.
Learn MoreYour questions and feedback are important to us – we look forward to hearing from you. Contact a service representative to start your investing journey today.
Learn MoreFor additional insights about U.S. Global Investors, the products that we offer, or details about your account, visit our frequently asked questions.
Learn MoreGet the need-to-know information about our financial products, from investment objectives, strategies, and performance to fees and fund management.
Learn MoreFascinated by the field of finance and investing? Want to join the team? Explore our open positions here.
Learn MoreHere are our policies and procedures, including guidelines, charters, and codes of business.
Learn More
January 6, 2023
Should investors continue to rebalance 60% stocks and 40% bonds?
Read full article