GAGEX Mutual Fund

GAGEX Mutual Fund (Guinness Atkinson GlobaL Energy Fund) is managed by Guinness Atkinson Funds. 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 37.53%. The 1-year return is 47.31% and the 5-year return is 20.58%. GAGEX dividend yield stands at 1.98%, paid annually.

GAGEX top holdings include Valero Energy (5.5%), Exxon Mobil Corp. (5.3%), Chevron Corp (4.8%), West Ottawa Pub Sch Dist (4.7%), Total Se (4.6%). 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.