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Morningstar

Guinness Atkinson™ Global Inntrs Inv IWIRX

Morningstar Medalist Rating
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%

USD | NAV as of Jun 01, 2023 | 1-Day Return as of Jun 01, 2023, 10:22 PM GMT+0

Morningstar’s Analysis IWIRX

Will IWIRX 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 IWIRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IWIRX 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 IWIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IWIRX

More IWIRX Holdings
  • 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

Meta Platforms Inc Class A

4.20
6,407,172
Communication Services

Microsoft Corp

4.12
6,281,009
Technology

Mastercard Inc Class A

4.11
6,269,735
Financial Services

ABB Ltd

4.09
6,237,437
Industrials

Schneider Electric SE

3.94
6,009,029
Industrials

Visa Inc Class A

3.91
5,968,826
Financial Services

Roper Technologies Inc

3.82
5,822,094
Technology

Amphenol Corp Class A

3.79
5,789,379
Technology

NVIDIA Corp

3.77
5,756,808
Technology

Thermo Fisher Scientific Inc

3.66
5,578,965
Healthcare