| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
---
|
U.S. News evaluated 287 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.64 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.9% |
| 1 Year | 18.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks a moderate level of current income and consistent dividend growth at a rate that exceeds inflation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities in dividend-paying companies that the Advisor believes have the ability to consistently increase their dividend payments over the medium term. It will consider all companies in the world's developed and emerging markets. The Advisor will invest the fund's assets in securities of all market capitalization companies.
Fees
Fees are Above Average compared to funds in the same category.
Guinness Atkinson Inflation Managed Dividend Fund has an expense ratio of 0.68 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
