Guinness Atkinson Alternative Fund Quote
| GAAEX Fund | USD 5.91 0.13 2.25% |
PerformanceStrong
| Odds Of DistressLow
|
Guinness Atkinson is trading at 5.91 as of the 21st of July 2025; that is 2.25 percent increase since the beginning of the trading day. The fund's open price was 5.78. Guinness Atkinson has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in publicly-traded equity securities of alternative energy companies . It will invest in alternative energy companies including companies that generate power through solar, wind, hydroelectric, tidal wave, geothermal, biomass or biofuels and the various companies that provide the equipment and technologies that enable these sources to be tapped, used, stored or transported, including companies that create, facilitate or improve technologies that conserve or enable more efficient use of energy.. More on Guinness Atkinson Alternative
Moving together with Guinness Mutual Fund
Guinness Mutual Fund Highlights
| Fund Concentration | Guinness Atkinson Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Guinness Atkinson (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Guinness Atkinson Alternative [GAAEX] is traded in USA and was established 21st of July 2025. Guinness Atkinson is listed under Guinness Atkinson category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Guinness Atkinson family. This fund currently has accumulated 33.68 M in assets under management (AUM) with minimum initial investment of 5 K. Guinness Atkinson is currently producing year-to-date (YTD) return of 14.91% with the current yeild of 0.0%, while the total return for the last 3 years was 3.67%.
Check Guinness Atkinson Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Guinness Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Guinness Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Guinness Atkinson Alternative Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Guinness Atkinson Alternative Mutual Fund Constituents
| SPWR | Complete Solaria, | Stock | Industrials | |
| CWPWF | Concord New Energy | Pink Sheet | Utilities—Renewable | |
| BRLXF | Boralex | Pink Sheet | Utilities | |
| CLPXF | China Longyuan Power | Pink Sheet | Utilities—Renewable | |
| AYI | Acuity Brands | Stock | Industrials | |
| THRM | Gentherm | Stock | Consumer Discretionary | |
| ST | Sensata Technologies Holding | Stock | Industrials | |
| ORA | Ormat Technologies | Stock | Utilities |
Guinness Atkinson Risk Profiles
| Mean Deviation | 0.8921 | |||
| Semi Deviation | 0.4398 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.29 |
Guinness Atkinson Against Markets
Other Information on Investing in Guinness Mutual Fund
Guinness Atkinson financial ratios help investors to determine whether Guinness Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Guinness with respect to the benefits of owning Guinness Atkinson security.
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