Guinness Atkinson Alternative Energy Fund

Class No Load (GAAEX)
Scorecard
1 / 5 Stars
Lipper
1 1 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
E- (Sell)

#23 in Equity Energy

U.S. News evaluated 49 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 62.31 percent over the past year, -11.07 percent over the past three years, and -0.71 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 5.8%
1 Year 62.3%
3 Years (Annualized) -11.1%
5 Years (Annualized) -0.7%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of alternative energy companies (both U.S. and non-U.S.). The Advisor will invest the fund's assets in securities of all market capitalization companies and in companies domiciled in the U.S. and foreign countries, including, potentially, companies domiciled or traded in emerging markets. The fund is non-diversified.

Fees

Fees are High compared to funds in the same category.
Guinness Atkinson Alternative Energy Fund has an expense ratio of 1.98 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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