Guinness Atkinson Alternative Energy Fund
Shareclass
Guinness Atkinson Alternative Energy (GAAEX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 795 out of 1,102 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Guinness Atkinson Alternative Energy Fund GAAEX
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Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Iberdrola SA5.65% of assets$811,253 invested
- 2. Schneider Electric SE4.9% of assets$703,268 invested
- 3. Johnson Matthey PLC2.86% of assets$411,169 invested
- 4. Prysmian SpA0.84% of assets$120,191 invested
- 5. Legrand SA5.15% of assets$739,032 invested
- 6. Siemens AG4.9% of assets$703,527 invested
- 7. Owens-Corning Inc2.73% of assets$391,298 invested
- 8. First Solar Inc2.48% of assets$355,567 invested
- 9. Trane Technologies PLC Class A5.41% of assets$777,353 invested
- 10. SPIE SA4.4% of assets$631,540 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Canadian Solar Inc1.23% of assets$176,603 invested
- 2. Installed Building Products Inc2.62% of assets$376,268 invested
- 3. NextEra Energy Inc4.7% of assets$674,284 invested
- 4. Itron Inc4.14% of assets$594,289 invested
- 5. Enphase Energy Inc1.18% of assets$169,977 invested
- 6. Hubbell Inc4.65% of assets$668,251 invested
- 7. ON Semiconductor Corp2.24% of assets$322,166 invested
- 8. Ameresco Inc Class A0.9% of assets$128,867 invested
- 9. Carlisle Companies Inc3.03% of assets$434,884 invested
- 10. Ormat Technologies Inc3.82% of assets$548,057 invested
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Financial performance
Performance data provided by
Find more financial data on GAAEX at Morningstar.com
Find more financial data on GAAEX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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