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 Funds
Ranking: 787 out of 1,094 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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
Environment
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 SA5.39% of assets$909,231 invested
- 2. Schneider Electric SE4.91% of assets$827,458 invested
- 3. Johnson Matthey PLC2.83% of assets$477,476 invested
- 4. Legrand SA5.07% of assets$854,540 invested
- 5. Siemens AG5.11% of assets$861,834 invested
- 6. First Solar Inc2.52% of assets$425,154 invested
- 7. Trane Technologies PLC Class A4.7% of assets$792,288 invested
- 8. Owens-Corning Inc3.48% of assets$586,276 invested
- 9. SPIE SA4.14% of assets$698,278 invested
- 10. Eaton Corp PLC4.34% of assets$732,127 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 Inc1.48% of assets$249,441 invested
- 2. Installed Building Products Inc2.89% of assets$487,976 invested
- 3. Gentherm Inc Class A1.59% of assets$267,882 invested
- 4. Itron Inc4.23% of assets$712,794 invested
- 5. Enphase Energy Inc1.17% of assets$198,075 invested
- 6. Ormat Technologies Inc3.72% of assets$627,722 invested
- 7. SolarEdge Technologies Inc0.26% of assets$43,022 invested
- 8. NextEra Energy Inc4.91% of assets$827,585 invested
- 9. Hubbell Inc4.48% of assets$755,071 invested
- 10. ON Semiconductor Corp2.5% of assets$421,897 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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