Guinness Atkinson Asia Fund Quote
| IASMX Fund | USD 14.96 0.10 0.67% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Guinness Atkinson is trading at 14.96 as of the 1st of December 2024; that is 0.67 percent increase since the beginning of the trading day. The fund's open price was 14.86. Guinness Atkinson has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Guinness Atkinson Asia are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in publicly-traded equity securities of companies that are tied economically to countries in Asia excluding Japan. More on Guinness Atkinson Asia
Moving together with Guinness Mutual Fund
| 0.94 | ICHKX | Guinness Atkinson China | PairCorr |
| 0.68 | IWIRX | Guinness Atkinson Global | PairCorr |
| 0.61 | GAAEX | Guinness Atkinson | PairCorr |
| 0.98 | MAPTX | Matthews Pacific Tiger | PairCorr |
Moving against Guinness Mutual Fund
Guinness Mutual Fund Highlights
| Fund Concentration | Guinness Atkinson Funds, Large Blend Funds, Pacific/Asia ex-Japan Stk Funds, Pacific/Asia ex-Japan Stk, Guinness Atkinson (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Guinness Atkinson Asia [IASMX] is traded in USA and was established 1st of December 2024. Guinness Atkinson is listed under Guinness Atkinson category by Fama And French industry classification. The fund is listed under Pacific/Asia ex-Japan Stk category and is part of Guinness Atkinson family. This fund currently has accumulated 11.47 M in assets under management (AUM) with minimum initial investment of 5 K. Guinness Atkinson Asia is currently producing year-to-date (YTD) return of 4.25% with the current yeild of 0.0%, while the total return for the last 3 years was -9.04%.
Check Guinness Atkinson Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Guinness Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Guinness Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Guinness Atkinson Asia Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Guinness Atkinson Asia Mutual Fund Constituents
| GLOW | VictoryShares WestEnd Global | Etf | Global Large-Stock Blend | |
| ATHM | Autohome | Stock | Communication Services | |
| SBMFF | Sino Biopharmaceutical Limited | Pink Sheet | Biotechnology | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| AACAF | AAC Technologies Holdings | Pink Sheet | Communication Equipment | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BIDU | Baidu Inc | Stock | Communication Services | |
| CICHF | China Construction Bank | Pink Sheet | Banks—Diversified |
Guinness Atkinson Asia Risk Profiles
| Mean Deviation | 1.04 | |||
| Semi Deviation | 1.44 | |||
| Standard Deviation | 1.52 | |||
| Variance | 2.3 |
Guinness Atkinson Against Markets
Other Information on Investing in Guinness Mutual Fund
Guinness Atkinson financial ratios help investors to determine whether Guinness Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Guinness with respect to the benefits of owning Guinness Atkinson security.
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