| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
1
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
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|
U.S. News evaluated 36 Natural Resources Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all U.S. Global Investors funds
Performance
The fund has returned -0.17 percent over the past year, 3.33 percent over the past three years, -5.43 percent over the past five years, and 17.17 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -1.6% |
| 1 Year | -0.2% |
| 3 Years (Annualized) | 3.3% |
| 5 Years (Annualized) | -5.4% |
| 10 Years (Annualized) | 17.2% |
Summary
The investment seeks long-term growth of capital plus protection against inflation and monetary instability. The fund will invest at least 80% of its net assets in equity and equity-related securities of companies involved in the natural resources industries, which include, among others, the following industries: natural gas, integrated oil companies, oil and gas drilling, oil and gas exploration and production, oil and gas refining, oilfield equipment/services, aluminum, chemicals, diversified metals and coal mining, gold and precious metals, iron and steel, paper and forest products, and uranium. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
U.S. Global Investors Global Resources Fund has an expense ratio of 1.07 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
