Guinness Atkinson Global Inntrs Inv (IWIRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Guinness Atkinson Global Inntrs Inv
Woodland Hills CA 91367
Suite 750
Fidelity Puritan Trust
Management information
,Lead manager since 30 April 2011
Dr. Ian Mortimer is a co-manager of SmartETFs Dividend Builder ETF (and a co-manager of the predecessor mutual fund since March 2012), and Guinness AtkinsonTM Global Innovators Fund (since May 2011). He joined Guinness AtkinsonTM as an analyst in December 2006. From September 2003 to December 2006, Dr. Mortimer completed a PhD in experimental physics at the University of Oxford. Dr. Mortimer graduated from University College London with a Masters in Physics in June 2003. He has completed the IMC and is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Growth
Fund familyGuinness Atkinson
Net assets206.18M
YTD return12.15%
Yield0.00%
Morningstar rating★★★★★
Inception date14 Dec 1998
Fund operations
Last dividend0.11
Last cap gain47.00
Holdings turnover8.77%
Average for categoryN/A
Fees and expenses
ExpenseIWIRXCategory average
Annual report expense ratio (net)1.24%1.12%
Prospectus net expense ratio1.24%N/A
Prospectus gross expense ratio1.27%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.26%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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