| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
2
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#34 in Large Growth
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Guinness Atkinson funds
Performance
The fund has returned 34.72 percent over the past year, 16.24 percent over the past three years, 5.85 percent over the past five years, and 9.80 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.5% |
| 1 Year | 34.7% |
| 3 Years (Annualized) | 16.2% |
| 5 Years (Annualized) | 5.8% |
| 10 Years (Annualized) | 9.8% |
Summary
The investment seeks long-term capital appreciation. The fund invests in equity securities of companies that the Advisor believes are positioned for advances in technology, communications, globalism or innovative management. It will consider all companies in the world's developed stock markets, such as the United Kingdom and other stock markets in the European Union. The fund also may consider investments in developed and emerging stock markets in the Far East. At least 40% of the fund's assets will be invested in global securities. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
Guinness Atkinson Global Innovators Fund has an expense ratio of 1.50 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
