Guinness Atkinson Funds List | Morningstar

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Guinness Atkinson Mutual Funds List

Share Class Type

1 to 6 of 6 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day End) YTD, Day End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Guinness Atkinson™ Global Innovators Fund Institutional Class	GINNX	Global Large-Stock Growth			10.36%	33	0.990%	Above Average	Institutional	$100,000
Guinness Atkinson™ Global Innovators Fund Investor Class	IWIRX	Global Large-Stock Growth			10.16%	34	1.230%	High	No Load	$5,000
Guinness Atkinson Global Energy Fund	GAGEX	Equity Energy			39.70%	33	1.470%	Above Average	No Load	$5,000
Guinness Atkinson China And Hong Kong Fund	ICHKX	Greater China Region			−11.32%	73	1.850%	High	No Load	$5,000
Guinness Atkinson Alternative Energy Fund	GAAEX	Global Small/Mid Stock			4.88%	73	1.110%	Below Average	No Load	$5,000
Guinness Atkinson Asia Focus Fund	IASMX	Pacific/Asia ex-Japan Stk			8.77%	95	1.980%	High	No Load	$5,000

Guinness Atkinson Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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