Guinness Atkinson Global Innovators Fund
Shareclass
Guinness Atkinson™ Global Inntrs Inv (IWIRX)
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: International Equity Funds
Ranking: 498 out of 1,100 funds
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Groups
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 Innovators Fund IWIRX
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. Schneider Electric SE3.14% of assets$5.88M invested
- 2. Mastercard Inc Class A4.13% of assets$7.72M invested
- 3. London Stock Exchange Group PLC4.1% of assets$7.68M invested
- 4. Microsoft Corp2.95% of assets$5.53M invested
- 5. Salesforce Inc2.82% of assets$5.28M invested
- 6. Intuit Inc3.4% of assets$6.36M invested
- 7. Meta Platforms Inc Class A3.43% of assets$6.43M invested
- 8. Visa Inc Class A4.1% of assets$7.68M invested
- 9. Adobe Inc2.66% of assets$4.98M invested
- 10. Thermo Fisher Scientific Inc2.96% of assets$5.55M 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. Applied Materials Inc2.62% of assets$4.9M invested
- 2. AMETEK Inc3.55% of assets$6.64M invested
- 3. Roper Technologies Inc3.44% of assets$6.45M invested
- 4. Medtronic PLC3.68% of assets$6.89M invested
- 5. Intercontinental Exchange Inc3.91% of assets$7.32M invested
- 6. Amphenol Corp Class A3.36% of assets$6.28M invested
- 7. Infineon Technologies AG3.15% of assets$5.9M invested
- 8. NVIDIA Corp3.33% of assets$6.24M invested
- 9. ABB Ltd3.06% of assets$5.73M invested
- 10. KLA Corp3.2% of assets$5.99M invested
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Financial performance
Performance data provided by
Find more financial data on IWIRX at Morningstar.com
Find more financial data on IWIRX 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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