U.S. Global Investors Global Resources Fund

Shareclass
US Global Investors Global Res (PSPFX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
25.4
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 648 out of 867 funds


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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
24/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
6/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
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 ADR
    0.47% of assets
    $170,905 invested
  • 2. BP PLC ADR
    0.81% of assets
    $295,600 invested
  • 3. Anglo American PLC
    0.29% of assets
    $103,485 invested
  • 4. Alcoa Corp
    0.52% of assets
    $188,900 invested
  • 5. Teck Resources Ltd Class B (Sub Voting)
    0.95% of assets
    $344,505 invested
  • 6. TotalEnergies SE ADR
    0.6% of assets
    $218,000 invested
  • 7. Albemarle Corp
    0.24% of assets
    $86,080 invested
  • 8. First Solar Inc
    0.49% of assets
    $176,240 invested
  • 9. ConocoPhillips
    1.63% of assets
    $591,252 invested
  • 10. Exxon Mobil Corp
    1.04% of assets
    $376,495 invested
Bottom scoring holdings
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 A
    2.03% of assets
    $736,050 invested
  • 2. Canadian Natural Resources Ltd
    0.51% of assets
    $185,220 invested
  • 3. Permian Resources Corp Class A
    0.59% of assets
    $215,700 invested
  • 4. Hudbay Minerals Inc
    1.67% of assets
    $607,500 invested
  • 5. Osisko Gold Royalties Ltd
    0.5% of assets
    $181,000 invested
  • 6. Stella-Jones Inc
    0.41% of assets
    $148,576 invested
  • 7. NexGen Energy Ltd
    0.45% of assets
    $165,000 invested
  • 8. Methanex Corp
    1.24% of assets
    $449,734 invested
  • 9. Range Resources Corp
    0.69% of assets
    $251,860 invested
  • 10. Cheniere Energy Inc
    4.44% of assets
    $1.61M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on PSPFX at Morningstar.com
Gender Equality and Returns
Returns chart for U.S. Global Investors Global Resources Fund
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.
Benchmarking tool
Current fund
PSPFX
U.S. Global Investors Global Resources Fund
Family
U.S. Global Investors
Category
Natural Resources
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
7.72% less  in annualized returns
Lower overall gender equality score 
7 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
PSPFX
U.S. Global Investors Global Resources Fund
Family
U.S. Global Investors
Category
Natural Resources
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
7.72% less  in annualized returns
Lower overall gender equality score 
7 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
PSPFX
U.S. Global Investors Global Resources Fund
Family
U.S. Global Investors
Category
Natural Resources
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
7.72% less  in annualized returns
Lower overall gender equality score 
7 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
PSPFX - U.S. Global Investors Global Resources Fund
-1.36%
-10.87%
14%
1.27%
48  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
7.43%
7.17%
15%
8.99%
55  / 100 points
Fund compared to benchmark
 
-8.79%
-18.04%
-1.48%
-7.72%
7  / 100 points lower
Find more financial data on PSPFX at Morningstar.com
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