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Our Funds

ETFs

ETFs

U.S. Global Investors offers smart beta 2.0 exchange traded funds (ETFs) in addition to mutual funds.

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Prospectus

Prospectus
Prospectus

Get the need-to-know information about our financial products, from investment objectives, strategies, and performance to fees and fund management.

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Mutual Fund Performance

Mutual Fund Performance

Explore 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.

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Gold and Precious Metals Fund (USERX)

Gold and Precious Metals Fund (USERX)

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.

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World Precious Minerals Fund (UNWPX)

World Precious Minerals Fund (UNWPX)

The 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.

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Global Resources Fund (PSPFX)

Global Resources Fund (PSPFX)

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.

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Global Luxury Goods Fund (USLUX)

Global Luxury Goods Fund (USLUX)

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.

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Near-Term Tax Free Fund (NEARX)

Near-Term Tax Free Fund (NEARX)

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.

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U.S. Government Securities Ultra-Short Bond Fund (UGSDX)

U.S. Government Securities Ultra-Short Bond Fund (UGSDX)

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.

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Resources

Frank Talk

Gold Goes Full Reserve Asset as Basel III Elevates It to Tier 1 Status May 12, 2025

Gold Goes Full Reserve Asset as Basel III Elevates It to Tier 1 Status

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Trump’s Coal Comeback Could Face a Brutal Economic Reality

Trump’s Coal Comeback Could Face a Brutal Economic Reality

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Why Fixed Income Deserves a Second Look in 2025

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NVIDIA Bets Big on American AI Manufacturing Despite Stock Warning

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Investor Alert

Gold Goes Full Reserve Asset as Basel III Elevates It to Tier 1 Status May 9, 2025

Basel III Makes It Official: Gold Is Money Again

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U.S. Ports Face Massive Slowdowns as Trump Tariffs Bite Hard

U.S. Ports Face Massive Slowdowns as Trump Tariffs Bite Hard

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Trump’s Golden Dome Could Spark the Biggest Defense Boom in Decades

Trump’s Golden Dome Could Spark the Biggest Defense Boom in Decades

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Analysts See Gold at $4,000 as Faith in the U.S. Dollar Tumbles

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Press Releases

May 8, 2025

U.S. Global Investors Reports Results for the Third Quarter of 2025 Fiscal Year, Initiates Strategy to Increase Its Investment in the Bitcoin Ecosystem

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U.S. Global Investors Announces Third Quarter of Fiscal 2025 Webcast

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U.S. Global Investors Announces Continuation of Monthly Dividends, Shares Positive Outlook for Gold Equities as Gold Tops $3,000 for the First Time Ever

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Press Release

U.S. Global Investors Reports Results for the Second Quarter of 2025 Fiscal Year

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Interactive Research

January 3, 2025

S&P 500 Knowledge Quiz

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A.I. Personality Quiz

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What Do You Know About PMIs?

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Exploring the History of Gold’s All-Time Highs

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About Us

Our Story

Our Story

U.S. Global Investors, Inc. is an innovative investment manager with vast experience in global markets and specialized sectors.

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Our Team

Our Team

Meet the leadership team and investment managers that bring unique knowledge and experience from a variety of fields.

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Our Investment Process

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Our Investment Process

Here 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.

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Contact Us

Contact Us

Your questions and feedback are important to us – we look forward to hearing from you. Contact a service representative to start your investing journey today.

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FAQs

FAQs

For additional insights about U.S. Global Investors, the products that we offer, or details about your account, visit our frequently asked questions.

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Prospectus

Prospectus
Prospectus

Get the need-to-know information about our financial products, from investment objectives, strategies, and performance to fees and fund management.

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Career Opportunities

Career Opportunities

Fascinated by the field of finance and investing? Want to join the team? Explore our open positions here.

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Policies & Procedures

Policies & Procedures

Here are our policies and procedures, including guidelines, charters, and codes of business.

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    • ETFs
    • Prospectus
    • Mutual Fund Performance
    • Gold and Precious Metals Fund (USERX)
    • World Precious Minerals Fund (UNWPX)
    • Global Resources Fund (PSPFX)
    • Global Luxury Goods Fund (USLUX)
    • Near-Term Tax Free Fund (NEARX)
    • U.S. Government Securities Ultra-Short Bond Fund (UGSDX)
    • Frank Talk
    • Investor Alert
    • Press Releases
    • Interactive Research
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    • Our Team
    • Our Investment Process
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USFunds

NEWSLETTER

Please consider carefully a fund’s investment objectives, risks, charges and expenses. For this and other important information, obtain a fund prospectus by clicking here or by calling 1-800-US-FUNDS (1-800-873-8637). Read it carefully before investing. Foreside Fund Services, LLC, Distributor. U.S. Global Investors is the investment adviser.

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Bond funds are subject to interest-rate risk; their value declines as interest rates rise. Tax-exempt income is federal income tax free. A portion of this income may be subject to state and local income taxes, and if applicable, may subject certain investors to the Alternative Minimum Tax as well. The Near-Term Tax Free Fund may invest up to 20% of its assets in securities that pay taxable interest. Income or fund distributions attributable to capital gains are usually subject to both state and federal income taxes. The tax free funds may be exposed to risks related to a concentration of investments in a particular state or geographic area. These investments present risks resulting from changes in economic conditions of the region or issuer. Gold, precious metals, and precious minerals funds may be susceptible to adverse economic, political or regulatory developments due to concentrating in a single theme. The prices of gold, precious metals, and precious minerals are subject to substantial price fluctuations over short periods of time and may be affected by unpredicted international monetary and political policies. We suggest investing no more than 5% to 10% of your portfolio in these sectors. Foreign and emerging market investing involves special risks such as currency fluctuation and less public disclosure, as well as economic and political risk. By investing in a specific geographic region, a regional fund’s returns and share price may be more volatile than those of a less concentrated portfolio. The Emerging Europe Fund invests more than 25% of its investments in companies principally engaged in the oil & gas or banking industries. The risk of concentrating investments in this group of industries will make the fund more susceptible to risk in these industries than funds which do not concentrate their investments in an industry and may make the fund’s performance more volatile. 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. Stock markets can be volatile and share prices can fluctuate in response to sector-related and other risks as described in the fund prospectus.

Morningstar Ratings are based on risk-adjusted return. 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.)

Each of the mutual funds or services referred to in the U.S. Global Investors, Inc. website may be offered only to persons in the United States. This website should not be considered a solicitation or offering of any investment product or service to investors residing outside the United States. Certain materials on the site may contain dated information. The information provided was current at the time of publication. For current information regarding any of the funds mentioned in such materials, please visit the fund performance page. Some link(s) above may be directed to a third-party website(s). U.S. Global Investors does not endorse all information supplied by this/these website(s) and is not responsible for its/their content. All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.

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