IWIRX : Guinness Atkinson™ Global Innovators Fund Investor Class

IWIRX is a US Stocks Market Large Growth with HIGH fees.

IWIRX

Guinness Atkinson™ Global Innovators Fund Investor Class

FI Score

27 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

27% FI Score
  • iwirx
  • Mutual Fund
  • US Stocks
  • Large Growth

Guinness Atkinson™ Global Innovators Fund Investor Class

Expenses: 1.24% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. The fund invests in equity securities of companies that the Advisor believes are positioned for growth due to advances in technology, communications, globalism or innovative management. It 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.

Largest Holdings

Amount Holding
4.39% Amazon.com Inc
3.91% Facebook Inc A
3.74% Tencent Holdings Ltd
3.63% PayPal Holdings Inc
3.55% Microsoft Corp
3.49% Medtronic PLC
3.46% Alphabet Inc A
3.46% Danaher Corp
3.42% Adobe Inc
3.33% Intercontinental Exchange Inc
3.33% SAP SE
3.29% ANTA Sports Products Ltd
3.28% KLA Corp
3.28% Schneider Electric SE
3.25% Applied Materials Inc
3.25% Visa Inc Class A
3.24% Bristol-Myers Squibb Company
3.24% NVIDIA Corp
3.23% Mastercard Inc A
3.20% Roper Technologies Inc
3.15% Cisco Systems Inc
3.13% Thermo Fisher Scientific Inc
3.12% Samsung Electronics Co Ltd GDR
3.09% Check Point Software Technologies Ltd
3.09% Nike Inc B

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