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Guinness Atkinson Global Innovators Fund - Investor Class: (MF: IWIRX)

(NASDAQ Mutual Funds) As of Jan 27, 2023 08:00 PM ET

$43.34 USD

-0.01 (-0.02%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for IWIRX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Research Report

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 Global Innovators Fund IWIRX NA NA 0.00 0.00 0.75 1.22

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Guinness Atkinson Glob Innov Fund IWIRX 43.34 12/15/1998 0.00 -30.50 4.77 5.56

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Guinness Atkinson Global Innovators Fund IWIRX 5000 250 1000 A

Contact Information

Family Guinness Atkinson
Address 21550 Oxnard St., Ste. 750
Woodland Hills, CA 91367
Phone 800 915-6565