Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
U.S. Global Investors Mutual Funds
View all of U.S. Global Investors’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
U.S. Global Investors Funds List
Share Class Type
1 to 6 of 6 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| US Global Investors Gld & Prec Mtls | USERX | Equity Precious Metals | 15.77% | 32 | 1.480% | High | No Load | $5,000 | ||
| US Global Investors Global Luxury Goods | USLUX | Consumer Cyclical | 8.32% | 20 | 1.750% | Above Average | No Load | $5,000 | ||
| US Global Investors Near-Term Tax Free | NEARX | Muni National Short | — | 0.33% | 67 | 0.450% | Average | No Load | $5,000 | |
| US Global Investors World Prec Mnral | UNWPX | Equity Precious Metals | — | 7.59% | 94 | 1.740% | High | No Load | $5,000 | |
| US Global Investors Global Res | PSPFX | Natural Resources | — | 2.27% | 81 | 1.690% | High | No Load | $5,000 | |
| US Global Invs US Govt Ultra-Shrt Bd | UGSDX | Ultrashort Bond | 1.41% | 94 | 1.170% | High | No Load | $5,000 |
U.S. Global Investors Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank