About IWIRX
The Guinness Atkinson Global Innovators Fund Investor Class is a mutual fund focused on investing in publicly traded companies that are positioned for growth through advances in technology, communications, globalization, or innovative management practices. Its strategy emphasizes identifying firms globally that demonstrate exceptional innovation, drawing from developed markets such as the United States, United Kingdom, Germany, and increasingly from emerging markets. The fund is diversified across sectors, with significant weightings in semiconductors, financial services, application software, and industrials, reflecting its emphasis on dynamic, forward-looking industries. Notable holdings include companies like Netflix, Mastercard, Visa, and Intuit, underscoring the fund’s focus on global leaders in innovation. Managed by experienced portfolio managers, the fund aims to provide long-term capital appreciation and maintains a disciplined, research-driven selection process. With a history dating back to 1998, the Guinness Atkinson Global Innovators Fund occupies a notable position in the global large-stock growth category, appealing to investors seeking diversified exposure to high-potential, innovative companies worldwide.
Fund Family Guinness Atkinson
Category World Large-Stock Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol IWIRX
Share Class - Investor Class
Index MSCI World TR USD
IWIRX had a total return of 18.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.26%.
