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Morningstar

Guinness Atkinson Alternative Energy GAAEX

Morningstar Analyst Rating
Quantitative rating as of | See Guinness Atkinson Investment Hub
  • NAV / 1-Day Return 6.52  /  1.36 %
  • Total Assets 32.9 Mil
  • Adj. Expense Ratio
    1.980%
  • Expense Ratio 1.980%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 29%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis GAAEX

Will GAAEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GAAEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GAAEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GAAEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A strong management team and sound investment process underpin Guinness Atkinson Alternative Energy's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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