U.S. Global Investors Global Resources Fund

Scorecard
2 / 5 Stars
Lipper
3 2 1 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
E- (Sell)

#21 in Natural Resources

U.S. News evaluated 40 Natural Resources Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -3.32 percent over the past year, -6.55 percent over the past three years, 14.32 percent over the past five years, and 9.19 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.0%
1 Year -3.3%
3 Years (Annualized) -6.6%
5 Years (Annualized) 14.3%
10 Years (Annualized) 9.2%

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Summary

The investment seeks long-term growth of capital plus protection against inflation and monetary instability. Under normal market conditions, 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 1.59 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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