Guinness Atkinson Alternative Energy Fund
Shareclass
Guinness Atkinson Alternative Energy (GAAEX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 681 out of 1,095 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
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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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 SA4.31% of assets$789,387 invested
- 2. Johnson Matthey PLC3.2% of assets$586,247 invested
- 3. Schneider Electric SE4.47% of assets$818,347 invested
- 4. Legrand SA5.42% of assets$993,933 invested
- 5. Prysmian SpA4.47% of assets$818,319 invested
- 6. Siemens AG4.44% of assets$813,631 invested
- 7. Trane Technologies PLC Class A4.07% of assets$746,447 invested
- 8. Owens-Corning Inc2.09% of assets$382,508 invested
- 9. First Solar Inc3.34% of assets$612,632 invested
- 10. SPIE SA3.57% of assets$654,961 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. Itron Inc3.25% of assets$596,020 invested
- 2. NextEra Energy Inc4.01% of assets$734,367 invested
- 3. Enphase Energy Inc0.74% of assets$135,544 invested
- 4. Hubbell Inc4.25% of assets$778,861 invested
- 5. ON Semiconductor Corp2.19% of assets$402,074 invested
- 6. Installed Building Products Inc3.07% of assets$562,138 invested
- 7. Carlisle Companies Inc2.07% of assets$378,633 invested
- 8. Amphenol Corp Class A4.77% of assets$874,418 invested
- 9. Ormat Technologies Inc3.71% of assets$680,584 invested
- 10. NXP Semiconductors NV2.98% of assets$545,869 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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