Guinness Atkinson Global Innovators has a proven process, but a lack of resources and high fees warrant Morningstar Analyst Ratings of Neutral for all share classes.
- NAV / 1-Day Return 46.93 / 1.10 %
- Total Assets 154.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.240%
- Distribution Fee Level High
- Share Class Type No Load
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.00
- Turnover 15%
Morningstar’s Analysis IWIRX
Will IWIRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 30
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 39.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector