Guinness Atkinson™ Global Innovators Fund Investor Class IWIRX Strategy
Strategy
The investment seeks long-term capital appreciation. The fund invests in publicly-traded equity securities of companies that the Advisor believes are positioned for growth due to advances in technology, communications, globalism or innovative management. The adviser will consider all companies in the world's developed stock markets, such as the United States, the United Kingdom, Canada, Japan, Hong Kong, Singapore, Australia, New Zealand and other stock markets in the European Union. The adviser also may consider investments in emerging stock markets. At least 40% of the fund's assets will be invested in global securities.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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GAIQ
| Guinness Atkinson Global Innovators Fund ETF | ETF | Open | $650,919.00 | 0.790% | — | — | — | |||
IWIRX
| Guinness Atkinson™ Global Innovators Fund Investor Class | No Load | Open | $157.80M | 1.230% | High | $5,000 | −$24.45M | |||
GINNX
| Guinness Atkinson™ Global Innovators Fund Institutional Class | Institutional | Open | $41.77M | 0.990% | Above Average | $100,000 | $2.57M |