U.S. Global Investors Global Resources Fund
Shareclass
US Global Investors Global Res (PSPFX)
Type
Open-end mutual fund
Manager
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
U.S. Global Investors Global Resources Fund PSPFX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. BHP Group Ltd ADR0.37% of assets$169,890 invested
- 2. BP PLC ADR0.73% of assets$337,900 invested
- 3. Shell PLC ADR (Representing - Ordinary Shares)0.79% of assets$366,400 invested
- 4. Alcoa Corp0.33% of assets$152,500 invested
- 5. Teck Resources Ltd Class B (Sub Voting)0.67% of assets$309,655 invested
- 6. TotalEnergies SE ADR0.56% of assets$258,760 invested
- 7. Albemarle Corp0.15% of assets$72,020 invested
- 8. Schlumberger Ltd0.4% of assets$188,100 invested
- 9. Exxon Mobil Corp1.79% of assets$832,510 invested
- 10. ConocoPhillips1.35% of assets$626,129 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Viper Energy Inc Ordinary Shares - Class A0.73% of assets$338,625 invested
- 2. Nucor Corp0.39% of assets$180,510 invested
- 3. Steel Dynamics Inc0.4% of assets$187,620 invested
- 4. Permian Resources Corp Class A0.45% of assets$207,750 invested
- 5. Hudbay Minerals Inc1.55% of assets$721,050 invested
- 6. Boise Cascade Co0.32% of assets$147,135 invested
- 7. NexGen Energy Ltd0.24% of assets$112,250 invested
- 8. New Gold Inc0.4% of assets$185,500 invested
- 9. Torex Gold Resources Inc1.73% of assets$803,065 invested
- 10. Imperial Oil Ltd0.93% of assets$433,920 invested
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Financial performance
Performance data provided by
Find more financial data on PSPFX at Morningstar.com
Find more financial data on PSPFX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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