IWIRX Mutual Fund

IWIRX Mutual Fund (Guinness Atkinson Global Innovators Fund Investor Class) is managed by Guinness Atkinson Funds with $156.3M in net assets. IWIRX expense ratio is 1.24%, holding 30 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1998-12-15.

IWIRX performance shows a YTD return of 5.84%. The 1-year return is 15.92% and the 5-year return is 9.16%. IWIRX dividend yield stands at 15.32%, paid annually.

IWIRX top holdings include Salesforce Inc Crm Us Equity (4.0%), Microsoft Corp (3.8%), Amazon.Com Inc (3.8%), Nasdaq Inc. (3.8%), Roper Technologies Inc. (3.7%). Go to all IWIRX holdings, IWIRX sectors, or IWIRX dividends.

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