IWIRX Mutual Fund
IWIRX Mutual Fund
Guinness Atkinson Global Innovators Fund Investor Class
IWIRX Mutual Fund Overview
IWIRX Mutual Fund (Guinness Atkinson Global Innovators Fund Investor Class) is managed by Guinness Atkinson Funds with $156.8M in net assets. IWIRX expense ratio is 1.24%, holding 30 positions across sectors including Information Technology, Unknown, Health Care. Inception date: 1998-12-15.
IWIRX performance shows a YTD return of 6.83%. The 1-year return is 16.83% and the 5-year return is 14.95%. IWIRX dividend yield stands at 15.66%, paid annually.
IWIRX top holdings include Netflix Inc (4.1%), London Stock Exchange Group Common Stock Gbp.06918605 (3.7%), Roper Technologies Inc. (3.6%), Amazon.Com Inc (3.5%), Nysintercontinental Exchange Inc (3.5%). View all IWIRX holdings, sector breakdown, or dividend history.
IWIRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IWIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.