1 / 5 Stars
1 1 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#16 in Equity Energy
U.S. News evaluated 29 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 43.27 percent over the past year, -3.15 percent over the past three years, and -5.20 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||12.0%|
|3 Years (Annualized)||-3.2%|
|5 Years (Annualized)||-5.2%|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
Guinness Atkinson Alternative Energy Fund has an expense ratio of 1.98 percent.
Risk is High compared to funds in the same category according to Morningstar.