Guinness Atkinson Alternative Energy Fund
Shareclass
Guinness Atkinson Alternative Energy (GAAEX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 776 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 SA4.91% of assets$758,801 invested
- 2. Schneider Electric SE4.75% of assets$733,921 invested
- 3. Johnson Matthey PLC3.24% of assets$499,454 invested
- 4. Prysmian SpA3.43% of assets$529,708 invested
- 5. Legrand SA4.71% of assets$727,922 invested
- 6. Siemens AG4.69% of assets$723,902 invested
- 7. Owens-Corning Inc2.33% of assets$360,459 invested
- 8. First Solar Inc2.83% of assets$437,091 invested
- 9. Trane Technologies PLC Class A4.91% of assets$757,705 invested
- 10. SPIE SA3.99% of assets$615,927 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 Inc1.34% of assets$206,167 invested
- 2. Installed Building Products Inc2.34% of assets$361,860 invested
- 3. NextEra Energy Inc4.43% of assets$683,936 invested
- 4. Itron Inc3.57% of assets$550,487 invested
- 5. Enphase Energy Inc1.02% of assets$157,779 invested
- 6. Hubbell Inc4.54% of assets$701,634 invested
- 7. ON Semiconductor Corp2.21% of assets$340,992 invested
- 8. Ameresco Inc Class A1.08% of assets$167,055 invested
- 9. Carlisle Companies Inc2.82% of assets$435,686 invested
- 10. Ormat Technologies Inc3.39% of assets$523,135 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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