Guinness Atkinson Alternative Fund Quote

GAAEX Fund  USD 5.04  0.05  1.00%   

Performance

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Odds Of Distress

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Guinness Atkinson is trading at 5.04 as of the 25th of March 2025; that is 1.00 percent increase since the beginning of the trading day. The fund's open price was 4.99. Guinness Atkinson has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 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

Guinness Mutual Fund Highlights

Fund ConcentrationGuinness Atkinson Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Guinness Atkinson (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Guinness Atkinson Alternative [GAAEX] is traded in USA and was established 25th of March 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 0.99% with the current yeild of 0.0%, while the total return for the last 3 years was -5.72%.
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

CWPWFConcord New EnergyPink SheetUtilities—Renewable
BRLXFBoralexPink SheetUtilities
AYIAcuity BrandsStockIndustrials
THRMGenthermStockConsumer Discretionary
STSensata Technologies HoldingStockIndustrials
ORAOrmat TechnologiesStockUtilities
ONON SemiconductorStockInformation Technology
NEENextera EnergyStockUtilities
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Guinness Atkinson Risk Profiles

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.
Pair Correlation
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Aroon Oscillator
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