Guinness Atkinson Global Energy FundGAGEX

MUTUAL FUNDGuinness Atkinson
Type
Mutual fund
Peer group
Global equity
Net assets
$15.2M
Expense ratio
1.47%
1-year return
+47.6%
3 years, a year
+19.1%
5 years, a year
+21.0%
Holdings
29

What it aims to do.

The Global Energy Funds investment objective is long -term capital appreciation.

Top 10 holdings.

Holding% of fund
XOM Exxon Mobil Corp5.49%
VLO Valero Energy Corp5.07%
TTE Totalenergies Se /Eur/4.91%
CVX Chevron Corp4.83%
Bp Plc /Gbp/4.82%
Shell Plc /Eur/4.62%
COP Conocophillips4.44%
Equinor Asa /Nok/4.07%
CNQ Canadian Natural Resourc /Cad/4.00%
SU Suncor Energy Inc /Cad/3.93%

More on GAGEX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.