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Guinness Atkinson™ Global Innovators Fund Investor Class (IWIRX)

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63.22 +0.03    +0.05%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Guinness Atkinson
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 162.49M
Guinness Atkinson Global Inntrs Inv 63.22 +0.03 +0.05%

Guinness Atkinson™ Global Innovators Fund Investor Class Overview

 
Find basic information about the Guinness Atkinson™ Global Innovators Fund Investor Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add IWIRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US4020313064)
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Rating
1-Year Change22.66%
Prev. Close63.19
Risk Rating
TTM Yield0%
ROE30.53%
IssuerGuinness Atkinson
Turnover9.02%
ROA15.63%
Inception Date36144
Total Assets162.49M
Expenses1.24%
Min. Investment5,000
Market Cap261.45B
CategoryWorld Large - Stock Growth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1213 1025 1380 1292 2184 3303
Fund Return 21.32% 2.51% 38.05% 8.9% 16.91% 12.69%
Place in category 82 298 66 21 6 12
% in Category 24 86 21 8 3 10

Top Funds for World Large-Stock Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds New Perspective A 61.86B 14.97 1.86 11.03
  American Funds New Perspective R6 37.82B 15.27 2.19 11.38
  Old Westbury Large Cap Strategies 25.37B 18.38 3.34 7.90
  American Funds New Perspective F2 19.07B 15.15 2.08 11.26
  American Funds New Economy A 17.53B 20.68 2.32 10.92

Top Holdings

Name ISIN Weight % Last Change %
  ANTA Sports Products KYG040111059 4.28 78.45 -1.44%
  Meta Platforms US30303M1027 3.81 559.14 -0.70%
  PayPal US70450Y1038 3.75 86.77 +2.30%
  London Stock Exchange GB00B0SWJX34 3.62 11,100.0 +0.82%
  NVIDIA US67066G1040 3.59 141.95 -3.22%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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