| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
2
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
#18 in Pacific/Asia ex-Japan Stk
U.S. News evaluated 30 Pacific/Asia ex-Japan Stk 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 9.78 percent over the past year, 3.18 percent over the past three years, -3.40 percent over the past five years, and 12.18 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -7.3% |
| 1 Year | 9.8% |
| 3 Years (Annualized) | 3.2% |
| 5 Years (Annualized) | -3.4% |
| 10 Years (Annualized) | 12.2% |
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 Asian companies. Under normal market conditions it will invest in securities of at least four different countries. The Advisor will invest the fund's assets in securities of all market capitalization companies, including companies in emerging markets. The fund is non-diversified.
Fees
Fees are Below Average compared to funds in the same category.
Guinness Atkinson Asia Focus Fund has an expense ratio of 1.69 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
