About PSPFX
The U.S. Global Investors Global Resources Fund is an actively managed mutual fund that seeks long-term capital growth with a focus on protecting investors against inflation and monetary instability. The fund primarily invests in companies engaged in the exploration, production, and processing of natural resources such as petroleum, natural gas, coal, alternative energies, chemicals, and mining. This broad mandate allows the fund to allocate at least 80% of its net assets across a variety of industries within the natural resources sector, including both established and emerging markets.
A significant portion of the fund’s holdings are allocated to basic materials and energy industries, reflecting its emphasis on sectors that typically benefit from trends in global resource demand. The fund’s portfolio includes companies involved in both traditional and alternative energy, as well as producers of essential raw materials. Its regional diversification leans heavily toward North America, with substantial allocations to Canada and the United States, while also maintaining exposure to other global markets. The U.S. Global Investors Global Resources Fund plays a notable role in the financial market by providing investors with a vehicle to gain diversified access to resource-oriented industries, which can be particularly relevant during periods of commodity price volatility and inflationary pressures.
Fund Family U.S. Global Investors
Category Natural Resources
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol PSPFX
Index S&P 500 TR
PSPFX had a total return of 39.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.58%.
