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 Mutual Funds List
1 to 6 of 6 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| U.S. Global Investors Global Luxury Goods Fund | USLUX | Consumer Cyclical | −4.49% | 84 | 1.750% | High | No Load | $5,000 | ||
| U.S. Global Investors Gold and Precious Metals Fund | USERX | Equity Precious Metals | — | −3.34% | 69 | 1.630% | High | No Load | $5,000 | |
| U.S. Global Investors Global Resources Fund | PSPFX | Natural Resources | — | −13.15% | 100 | 1.750% | High | No Load | $5,000 | |
| U.S. Global Investors World Precious Minerals Fund | UNWPX | Equity Precious Metals | — | −10.05% | 94 | 1.750% | High | No Load | $5,000 | |
| U.S. Global Investors Near-Term Tax Free Fund | NEARX | Muni National Short | — | 1.29% | 81 | 0.450% | Average | No Load | $5,000 | |
| U.S. Global Investors U.S. Government Ultra-Short Bond Fund | UGSDX | Ultrashort Bond | — | 2.27% | 96 | 1.350% | 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
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United States