Invest in U.S. Global Investors Mutual Funds

Mutual funds offer investors a way to pool their financial resources and lessen the risks associated with privately investing in stocks. U.S. Global Investors offers no-load mutual funds with potentially high returns.

Get to Know Your Company

Trust the security of U.S. Global Investors, as it is a publicly traded company on the NASDAQ exchange and deals with over $4.5 billion in funds.

Investigate your options. U.S. Global Investors offers 13 different no-load mutual funds.

Understand that "no-load" means you will not be charged the fees typically associated with a load fund.

Determine Your Financial Goals

Decide what you hope to gain through your investment. Saving for a down payment on a home will require a different form of commitment than planning for your retirement.

Know your financial limits. Although U.S. Global Investors mutual funds are considered a "safe" investment, the economy will always fluctuate. Only invest money you won't need to access immediately.

Make the Investment

Visit the online homepage for U.S. Global Investors.

Click on the "Forms and Prospectus" link, located at the top of the page, to research the different funds offered by U.S. Global Investors.

Scroll down to "Fund Guides" and click on the link. You will see the 13 available mutual funds.

Take notes on the funds that interest you. Remember to only choose funds that match up with your short- or long-term goals.

Decide which fund best suits your financial goals.

Download the application and complete the paperwork. Remember to sign the form and send it in.

Tips & Warnings

• Learn about the tax implications of short-term and long-term mutual fund investments. Capital gains are fair game for Uncle Sam and it's important to determine how much of your gain will be offset by taxes.
• When conducting transactions online, be certain that your computer is secure by checking for the padlock symbol in the lower right-hand corner of your computer screen. If you have any doubt, seek out a computer expert before entering your personal information.