Guinness Atkinson Global Energy Fund
Shareclass
Guinness Atkinson Global Energy (GAGEX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 108 out of 867 funds
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Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
10/30
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 Global Energy Fund GAGEX
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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. BP PLC4.43% of assets$444,774 invested
- 2. Enbridge Inc3.61% of assets$362,411 invested
- 3. Eni SpA3.51% of assets$352,434 invested
- 4. TotalEnergies SE5.4% of assets$542,372 invested
- 5. OMV AG3.26% of assets$327,364 invested
- 6. Chevron Corp6.03% of assets$605,924 invested
- 7. Exxon Mobil Corp5.57% of assets$559,685 invested
- 8. ConocoPhillips4.51% of assets$452,846 invested
- 9. Galp Energia SGPS SA3.34% of assets$335,650 invested
- 10. Repsol SA3.2% of assets$321,877 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 Natural Resources Ltd3.36% of assets$337,842 invested
- 2. Halliburton Co2.48% of assets$248,854 invested
- 3. Devon Energy Corp2.66% of assets$267,672 invested
- 4. Diamondback Energy Inc3.27% of assets$328,553 invested
- 5. Valero Energy Corp3.95% of assets$396,738 invested
- 6. Cenovus Energy Inc2.59% of assets$260,677 invested
- 7. EOG Resources Inc3.72% of assets$373,820 invested
- 8. Imperial Oil Ltd3.87% of assets$389,077 invested
- 9. Kinder Morgan Inc Class P4.16% of assets$418,278 invested
- 10. Suncor Energy Inc4.14% of assets$415,950 invested
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Financial performance
Performance data provided by
Find more financial data on GAGEX at Morningstar.com
Find more financial data on GAGEX 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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