This strategy, which includes the US-vehicle, Guinness Atkinson Global Innovators, and the Ireland-based UCITS vehicle, Guinness Global Innovators Fund, benefits from a well-executed and disciplined approach, supporting the Process Pillar’s continued Above Average rating. The team’s consistent execution and differentiated mindset underpin the upgrade of the People rating to Above Average. The stable leadership on this strategy’s management team is a positive. Matthew Page and Ian Mortimer have been comanagers here since May 2010 and May 2011, respectively, and were analysts on the strategy before that. Since then, the two have executed well across both this strategy and Guinness Global Equity Income.
Guinness Atkinson™ Global Innovators Fund Investor Class IWIRX
- NAV / 1-Day Return 59.80 / −1.68 %
- Total Assets 191.5M
-
Adj. Expense Ratio
1.230%
- Expense Ratio 1.250%
- Distribution Fee Level High
- Share Class Type No Load
- Category Global Large-Stock Growth
- Investment Style Large Blend
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.00
- Turnover 16%
USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis IWIRX
Will IWIRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
KLA Corp | 5.04 | 10M | Technology |
Applied Materials Inc | 4.80 | 9M | Technology |
Lam Research Corp | 4.50 | 9M | Technology |
Advanced Micro Devices Inc | 4.17 | 8M | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 3.97 | 8M | Technology |
ABB Ltd | 3.74 | 7M | Industrials |
Broadcom Inc | 3.72 | 7M | Technology |
Amphenol Corp Class A | 3.68 | 7M | Technology |
Alphabet Inc Class A | 3.64 | 7M | Communication Services |
Amazon.com Inc | 3.57 | 7M | Consumer Cyclical |