Guinness Atkinson Global Innovators Fund - Investor Class: (MF: IWIRX)
(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET
$62.73 USD
+1.60 (2.62%)
Fund Description
The fund was incepted in December 1998 and is managed by Guinness Atkinson Asset Management, LLC. The fund seeks long-term capital appreciation. The fund invests in companies that are positioned for advances in technology, communications, globalism or innovative management. Investments are not restricted to U.S. based companies. Dividends and capital gains are normally distributed in December.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Guinness Atkinson Glob Innov Inv | IWIRX | NA | NA | 0.00 | 0.00 | 0.75 | 1.24 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Guinness Atkinson Glob Innov Fund | IWIRX | 62.73 | 12/15/1998 | 3.22 | 27.88 | 5.52 | 16.93 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Guinness Atkinson Glob Innov Inv | IWIRX | 5000 | 250 | 1000 | A |
Contact Information
Family | Guinness Atkinson |
Address | 21550 Oxnard St., Ste. 750 Woodland Hills, CA 91367 |
Phone | 800 915-6565 |