GAGEX Mutual Fund

GAGEX Mutual Fund (Guinness Atkinson GlobaL Energy Fund) is managed by Guinness Atkinson Funds with $14.0M in net assets. GAGEX expense ratio is 1.47%, holding 29 positions across sectors including Energy. Inception date: 2004-06-30.

GAGEX performance shows a YTD return of 51.47%. The 1-year return is 58.34% and the 5-year return is 18.95%. GAGEX dividend yield stands at 1.83%, paid annually.

GAGEX top holdings include Exxonmobil Corp. (5.5%), Shell plc (5.0%), Chevron Corp (5.0%), Valero Energy (5.0%), West Ottawa Pub Sch Dist (4.7%). Go to all GAGEX holdings, GAGEX sectors, or GAGEX dividends.

GAGEX can be compared against other funds. Use GAGEX overlap to find shared positions, or GAGEX vs another fund for a side-by-side view. GAGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.