GAGEX Rating, Research - Guinness Atkinson Global Energy

Guinness Atkinson Global Energy (gagex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 26

Threats + Weaknesses = 27

When strengths & opportunities substantially exceed threats & weaknesses an investment in the gagex mutual fund has great long term potential.

Fund Management Team

Guiness Atkinson Funds

Fund Description Update

Guinness Atkinson Global Energy (GAGEX) Description: GAGEX is a mutual fund, which is an investment that owns a basket of assets. The GAGEX mutual fund was provided by Guiness Atkinson and this investment vehicle derives the majority of its value from equity holdings (stocks). Guiness Atkinsons mutual fund has a medium management tenure and is in the small fund size classification. GAGEXs minimum initial investment amount is $5000 while the IRA minimum is $1000. GAGEXs expense ratio is roughly 1%. The latest GAGEXs front end load was 0% and the back end load was 0%. The Guinness Atkinson Global Energy (GAGEX) mutual fund falls under the equity energy category. GAGEX focuses its investments in USA and GAGEX is focused on the energy industry or fund sector. The Guinness Atkinson Global Energy (GAGEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find GAGEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of GAGEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research) of both U.S. and non-U.S. companies principally engaged in the production, exploration or discovery, or distribution of energy including the research and development or production of alternative energy sources. It may have as few as 25 holdings, or may hold securities in 75 or more companies. The funds non-diversified.

Management Analysis Update

Guinness Atkinson Global Energy's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update