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Guinness Atkinson Alternative Energy

GAAEX
2.80
+0.02
+0.72%
9/28/2016
5 Years
  • Previous Close

    2.78

  • Net Assets

    12.61M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.98%

  • Category

    Equity Energy

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Guinness Atkinson

Fund Style

Open

Fund Manager

Edward Guinness

Investment Style

Small Value

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of alternative energy companies (both U.S. and non-U.S.). The Advisor will invest the fund's assets in securities of all market capitalization companies and in companies domiciled in the U.S. and foreign countries, including, potentially, companies domiciled or traded in emerging markets. The fund is non-diversified.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP 100

Inception

3/31/2006

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