Guinness Atkinson Global Fund Quote
| IWIRX Fund | USD 61.77 0.32 0.52% |
PerformanceStrong
| Odds Of DistressLow
|
Guinness Atkinson is trading at 61.77 as of the 21st of July 2025; that is 0.52 percent down since the beginning of the trading day. The fund's open price was 62.09. Guinness Atkinson has less than a 16 % 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 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 worlds 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. More on Guinness Atkinson Global
Moving together with Guinness Mutual Fund
Guinness Mutual Fund Highlights
| Fund Concentration | Guinness Atkinson Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Guinness Atkinson (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Guinness Atkinson Global [IWIRX] 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 Large-Stock Growth category and is part of Guinness Atkinson family. This fund currently has accumulated 163.78 M in assets under management (AUM) with minimum initial investment of 5 K. Guinness Atkinson Global is currently producing year-to-date (YTD) return of 10.08%, while the total return for the last 3 years was 21.4%.
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 Global 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 Global Mutual Fund Constituents
| CHKP | Check Point Software | Stock | Information Technology | |
| INTC | Intel | Stock | Information Technology | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| ETN | Eaton PLC | Stock | Industrials | |
| BA | The Boeing | Stock | Industrials | |
| PAY | Paymentus Holdings | Stock | Information Technology | |
| LRCX | Lam Research Corp | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials |
Guinness Atkinson Global Risk Profiles
| Mean Deviation | 0.7163 | |||
| Semi Deviation | 0.4493 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.02 |
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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