4 / 5 Stars
5 5 3 2 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#90 in Large Growth
U.S. News evaluated 466 Large Growth 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 38.92 percent over the past year, 15.79 percent over the past three years, 27.41 percent over the past five years, and 10.28 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.8%|
|3 Years (Annualized)||15.8%|
|5 Years (Annualized)||27.4%|
|10 Years (Annualized)||10.3%|
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 are Above Average compared to funds in the same category.
Guinness Atkinson Global Innovators Fund has an expense ratio of 1.50 percent.
Risk is High compared to funds in the same category according to Morningstar.