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Guinness Atkinson Global Innovators (IWIRX) Fund Ranking and Research

Ranking, Research and Recommendation of Guinness Atkinson Global Innovators (IWIRX) Fund

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Graph of Guinness Atkinson Global Innovators Fund (IWIRX) ManagerFund Manager - Matthew Page

Fund Manager Information

Fund Manager Tenure: 10.3 years
Fund Family: Guinness Atkinson
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)

 

Graph of Guinness Atkinson Global Innovators Fund (IWIRX) ProfileGuinness Atkinson Global Innovators Fund (IWIRX) Profile

Fund Profile and Description

Guinness Atkinson Global Innovators Fund seeks long-term capital appreciation. Guinness Atkinson Global Innovators Fund focuses investments in securities of companies that the management believes are positioned from one or more of the following: advances in technology, advances in communications, globalism or innovative management. It invests at least 40% of the Fund’s assets will be invested in global securities. Guinness Atkinson Global Innovators Fund invests in a company’s securities without regard to the issuer’s market capitalization. It is non-diversified.

 

Guinness Atkinson Global Innovators (IWIRX) Fund Strength What we like about Guinness Atkinson Global Innovators (IWIRX) Fund

Data for Guinness Atkinson Global Innovators Fund (IWIRX) as of May 30, 2016

  • Guinness Atkinson Global Innovators Fund (IWIRX) management has been with Guinness Atkinson Global Innovators Fund for 10.3 years
  • Guinness Atkinson Global Innovators Fund (IWIRX) has good mid-term performance (3-year return 10.37% vs 5.54% World Stock category median performance)
  • Guinness Atkinson Global Innovators Fund (IWIRX) has good Long-term performance (5-year return 10.81% vs 5.54% World Stock category median performance)
  • Guinness Atkinson Global Innovators Fund (IWIRX) has a Morningstar rating of 4 and above
  • Asset base in Guinness Atkinson Global Innovators Fund (IWIRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Guinness Atkinson Global Innovators Fund (IWIRX) has an annual stock turnover rate of 37.59% vs World Stock average of 47.65%. It is good that Guinness Atkinson Global Innovators management does not trade extensively for its return.
  • Guinness Atkinson Global Innovators Fund (IWIRX) has a lower expense ratio than its World Stock average: 1.27% vs 1.28%
  • Guinness Atkinson Global Innovators Fund (IWIRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Guinness Atkinson Global Innovators Fund (IWIRX) Weakness What we are cautious about Guinness Atkinson Global Innovators (IWIRX) Fund

Data for Guinness Atkinson Global Innovators Fund (IWIRX) as of May 30, 2016

  • Guinness Atkinson Global Innovators Fund (IWIRX) has a less-than-ideal short-term performance (1-year return -5.79% vs -5.49% World Stock category median performance)
  • Guinness Atkinson Global Innovators Fund (IWIRX) ratio of up-years vs down years can be improved
  • Guinness Atkinson Global Innovators Fund (IWIRX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.71 that is higher than category average of 12.23
See Guinness Atkinson Global Innovators Fund (IWIRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Guinness Atkinson Global Innovators Fund (IWIRX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Guinness Atkinson Global Innovators0.48-5.7910.3710.81
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Guinness Atkinson Global Innovators Fund (IWIRX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Guinness Atkinson Global Innovators Fund (IWIRX) Net Asset TrackingGuinness Atkinson Global Innovators (IWIRX) Fund Net Asset

Track net asset change of Guinness Atkinson Global Innovators fund (IWIRX)

DateNet Asset
05/2016$162.13M
03/2016$159.77M
02/2016$151.86M
More historic net asset information on Guinness Atkinson Global Innovators Fund (IWIRX)

  

Graph of Guinness Atkinson Global Innovators Fund (IWIRX) Portfolio TrackingGuinness Atkinson Global Innovators (IWIRX) Fund Portfolio Allocation

Track portfolio allocation change of Guinness Atkinson Global Innovators fund (IWIRX)

DateCashStockBondOther
12/20150%100%0%0%
09/20150%99.92%0%0.08%
06/20150%99.94%0%0.06%
Click here to see more historic asset allocation information on Guinness Atkinson Global Innovators Fund (IWIRX)

 

graph of Guinness Atkinson Global Innovators Fund (IWIRX) Top 10 Position TrackingTop 10 Holdings in Guinness Atkinson Global Innovators (IWIRX) Fund

Discover what Guinness Atkinson Global Innovators Fund (IWIRX) manager is buying

Dec 30, 2015
Roper Technologies, Inc. Common [3.83%]
Intercontinental Exchange Inc. [3.73%]
Cisco Systems, Inc. [3.62%]
Intel Corporation [3.59%]
PTC Inc. [3.59%]
Samsung Electronics Co Ltd GDR [3.48%]
PayPal Holdings, Inc. [3.46%]
Oracle Corporation Common Stock [3.46%]
Gilead Sciences, Inc. [3.4%]
Alphabet Inc. [3.4%]

Sep 29, 2015
Intel Corporation [4.27%]
Roper Technologies, Inc. Common [4.03%]
Cognizant Technology Solutions [3.94%]
Boeing Company (The) Common Sto [3.79%]
NVIDIA Corporation [3.7%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [3.66%]
Danaher Corporation Common Stoc [3.66%]
Cisco Systems, Inc. [3.64%]
Oracle Corporation Common Stock [3.55%]
Intercontinental Exchange Inc. [3.55%]

Jun 29, 2015
Gilead Sciences, Inc. [3.97%]
PTC Inc. [3.94%]
Capital One Financial Corporati [3.77%]
Ultra Electronics Holdings PLC [3.68%]
Schlumberger N.V. Common Stock [3.64%]
Comcast Corporation [3.58%]
State Street Corporation Common [3.54%]
Roper Technologies, Inc. Common [3.49%]
eBay Inc. [3.48%]
BP [3.47%]
Click here for Stock Holding Change Map in Guinness Atkinson Global Innovators Fund (IWIRX)

  

Latest News on Guinness Atkinson Global Innovators (IWIRX) Fund

See what is happening with Guinness Atkinson Global Innovators Fund (IWIRX)

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Guinness Atkinson Global Innovators Fund (IWIRX) Related ResourcesSee more information on Guinness Atkinson Global Innovators (IWIRX) Fund

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