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Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund Ranking and Research
Ranking, Research and Recommendation of Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Edmund Harriss
Fund Manager Information
Fund Manager Tenure: 7.6 yearsFund Family: Guinness Atkinson
Fund Category: Emerging-Markets Local-Currency Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71) (What does this score mean?)
Harriss joined Guinness Atkinson in April 2003, prior to which he was employed by Investec from July 1993 to April 2003. Since 1994 Edmund has served as a member of the investment team managing the Guinness Atkinson China & Hong Fund (lead manager since 1998) and has served as lead manager of the Guinness Atkinson Asia Focus Fund since 2003. (Guinness Atkinson Funds were previously Investec Funds.) Get more insights on Edmund Harriss
What we like about Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund
Data for Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) as of May 30, 2016
- Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) management has been with Guinness Atkinson Renminbi Yuan & Bond Fund for 7.6 years
- Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) has good short-term performance (1-year return -4.04% vs -6.76% Emerging-Markets Local-Currency Bond category median performance)
- Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) has good mid-term performance (3-year return -0.31% vs -7.66% Emerging-Markets Local-Currency Bond category median performance)
- Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) has a Morningstar rating of 4 and above
- Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) has an annual stock turnover rate of 15.85% vs Emerging-Markets Local-Currency Bond average of 87.55%. It is good that Guinness Atkinson Renminbi Yuan & Bond management does not trade extensively for its return.
- Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.29, lower than category average of 11.84
- Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) has a lower expense ratio than its Emerging-Markets Local-Currency Bond average: 0.90% vs 1.20%
- Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund
Data for Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) as of May 30, 2016
- Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) ratio of up-years vs down years can be improved
- Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) is less safe compared to its Emerging-Markets Local-Currency Bond peers
- Asset base in Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
What do you think?
Compare with other top Emerging-Markets Local-Currency Bond category mutual funds
Aadditional top Emerging-Markets Local-Currency Bond mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Guinness Atkinson Renminbi Yuan & Bond | 1.72 | -4.04 | -0.31 | 0 |
See top fund managers for Emerging-Markets Local-Currency Bond Category Funds
Compare with Emerging-Markets Local-Currency Bond category ETFs
Some Emerging-Markets Local-Currency Bond ETFs for your consideration
ETF | Year to Date | One Year | Three Year | WisdomTree Emerging Markets Lcl Dbt ETF (ELD) | 0 | 0 | 0 | iShares Emerg Mkts Local Currency Bond (LEMB) | 5.20% | -4.01% | -4.30% | SPDR Barclays Emerging Mkts Lcl Bd ETF (EBND) | 7.69% | -3.11% | -4.49% |
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Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund Net Asset
Track net asset change of Guinness Atkinson Renminbi Yuan & Bond fund (GARBX)
Date | Net Asset |
05/2016 | $2.54M |
03/2016 | $2.83M |
02/2016 | $2.86M |
Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund Portfolio Allocation
Track portfolio allocation change of Guinness Atkinson Renminbi Yuan & Bond fund (GARBX)
Date | Cash | Stock | Bond | Other |
12/2015 | 39.99% | 0% | 60.01% | 0% |
09/2015 | 32.33% | 0% | 67.67% | 0% |
06/2015 | 32.98% | 0% | 67.02% | 0% |
Top 10 Holdings in Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund
Discover what Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX) manager is buying
New W China Land 5.5% [3.91%] Datang Telecom(Hk) 5.5% [3.9%] Bk Of China Lond 3.45% [3.9%] China Dev Bk 3.6% [3.85%] Boc Aviation Pte 4.2% [3.85%] Caterpillar Finl S 3.4% [3.84%] Fonterra Co-Op Grp 4% [3.76%] Lenovo Grp 4.95% [1.96%] | Datang Telecom(Hk) 5.5% [4.49%] Caterpillar Finl S 3.4% [3.82%] Bk Of China Lond 3.45% [3.44%] Unican Limited 5.6% [3.41%] Fonterra Co-Op Grp 4% [3.32%] Cagamas Global 3.7% [2.85%] Ind & Com Bk China 3.35% [2.75%] Value Success Intl 4% [2.73%] | Datang Telecom(Hk) 5.5% [4.12%] Caterpillar Finl S 0.21% [3.5%] Air Liquide Fin 3% [3.47%] Unican Limited 5.6% [3.11%] Fonterra Co-Op Grp 4% [3.08%] Ind&Com Bk Chn Sg 3.5% [3.07%] Bk Of China Lond 3.45% [3.07%] Cagamas Global 09/22/17, 3.7% Cnh [2.66%] |
Latest News on Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund
See what is happening with Guinness Atkinson Renminbi Yuan & Bond Fund (GARBX)
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See more information on Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund
Popular pages on Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund
- Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund Research and Recommendation
- Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund Performance Data
- Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund Manager Information
- Historic Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund Asset Allocation Report
- Historic Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund Top 10 Holding Tracking
- Historic Guinness Atkinson Renminbi Yuan & Bond (GARBX) Fund Asset Under Management Tracking