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Guinness Atkinson™ Global Inntrs Inv IWIRX

Medalist Rating as of | See Guinness Atkinson Investment Hub
  • NAV / 1-Day Return 46.93  /  1.10 %
  • Total Assets 154.9 Mil
  • Adj. Expense Ratio
    1.240%
  • 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.

A team with a lot on its plate.

Associate Analyst David Carey

David Carey

Associate Analyst

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IWIRX

  • 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
4.20
6,407,172
Communication Services
4.12
6,281,009
Technology
4.11
6,269,735
Financial Services
4.09
6,237,437
Industrials
3.94
6,009,029
Industrials
3.91
5,968,826
Financial Services
3.82
5,822,094
Technology
3.79
5,789,379
Technology
3.77
5,756,808
Technology
3.66
5,578,965
Healthcare