U.S. Global Investors Near-Term Tax-Free Fund

Class No Load (NEARX)
Scorecard
4 / 5 Stars
Lipper
3 3 5 5 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 14.38 0.48 13.91
Stocks 0.0 0.0 0.0
Bonds 86.09 0.0 86.09
Other 0.0 0.0 0.0
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 0.0 0.0 0.0
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 12.31.2012

Top 10 Holdings

Performance as of 04.30.2013

Portfolio as of 12.31.2012

% Net Assets
Spartanburg S C Regl Health Sv Hosp R 5% 1.59
Clinton Bond Fayette Etc Cntys Go 5.75% 1.38
Springfield Ill Metro San Dist 4% 1.38
Atlantic City N J Tax Appea 4% 1.22
San Antonio Tex Wtr Rev Rev Ref B 4.5% 1.1
Puerto Rico Comwlth Infrastruc Spec 5.5% 1.07
Hudson Cnty N J Impt Auth 5.625% 1.07
Connecticut St Health & Edl Fa Rev Bd 5% 1.05
Reading Pa Sch Dist 5% 1.05
New Hampshire Health & Ed Facs Rev Bd 5% 1.04
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