— Know what they know.
Not Investment Advice

IWIRX

Guinness Atkinson Global Innovators Fund - Investor Class
1W: -0.5% 1M: +1.6% 3M: +3.7% YTD: +9.8% 1Y: -3.8% 3Y: +56.2% 5Y: +36.9%
$63.75
+0.62 (+0.98%)
 
Weekly Expected Move ±1.7%
$61 $62 $63 $64 $65
ETF NASDAQ · AUM $327.6M

Similar ETFs

20 peers by holdings overlap (30 holdings)
ROGSX
Red Oak Technology Select Fund
56.2%
Shared27 holdings
Total28
AUM$843M
Price$65.74
QGRPX
UBS US Quality Growth At Rsnbl Prc P
41.4%
Shared15 holdings
Total31
AUM$314M
Price$19.70
PBFDX
Payson Total Return Fund
39.5%
Shared14 holdings
Total28
AUM$330M
Price$44.22
DLCEX
Dana Large Cap Equity Fund
39.4%
Shared19 holdings
Total51
AUM$70M
Price$23.79
HLMGX
Harding Loevner Global Equity Portfolio
39.4%
Shared17 holdings
Total59
AUM$548M
Price$33.73
RPXFX
RiverParks Large Growth Fund Retail Shares
37.9%
Shared13 holdings
Total35
AUM$48M
Price$29.05
BLYAX
American Beacon Bridgeway Large Cap Growth Fund
37.9%
Shared15 holdings
Total60
AUM$229M
Price$42.34
PRBLX
Parnassus Core Equity Fund
37.8%
Shared13 holdings
Total38
AUM$24.1B
Price$61.61
CTCAX
Columbia Global Technology Growth Fund
37.5%
Shared18 holdings
Total99
AUM$6.3B
Price$138.28
RLSIX
RiverPark Long/Short Opportunity Fd Inst
37.5%
Shared13 holdings
Total37
AUM$27M
Price$15.69
GGGAX
Gabelli Global Growth Fund
37.3%
Shared15 holdings
Total48
AUM$194M
Price$61.42
WGGNX
William Blair Global Leaders N
37.2%
Shared15 holdings
Total53
AUM$15M
Price$7.01
MGRIX
Marsico Growth Fund
37.0%
Shared12 holdings
Total27
AUM$397M
Price$26.26
HAVGX
Haverford Quality Growth Stock Fund
36.5%
Shared20 holdings
Total34
AUM$304M
Price$26.47
BBGLX
Bridge Builder Large Cap Growth
36.3%
Shared22 holdings
Total308
AUM$31.8B
Price$28.15
MWOFX
MFS Global Growth Fund Class A
36.1%
Shared16 holdings
Total71
AUM$481M
Price$61.79
USBOX
Pear Tree Quality Fund
35.8%
Shared12 holdings
Total43
AUM$268M
Price$22.27
NGUAX
Neuberger Large Cap Growth Fund Investor Class
35.7%
Shared13 holdings
Total49
AUM$2.8B
Price$32.74
HNASX
Homestead Fds, Inc. Growth Fund
35.7%
Shared13 holdings
Total50
AUM$459M
Price$19.74
FKDNX
Franklin DynaTech A
35.6%
Shared15 holdings
Total94
AUM$33.4B
Price$213.16

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
IWIRX $328M 30 35.6% 5.6 1.8 2.3 36.6% 40.6% 0.98% +17.6% +32.3% 65.3 6.9
ROGSX $843M 28 169.7% 16.8 5.4 5.5 39.0% 32.7% 0.76% +25.7% +47.0% 60.3 6.3
QGRPX $314M 31 64.7% 5.6 1.9 2.3 39.3% 41.9% 0.75% +20.1% +43.6% 67.0 6.7
PBFDX $330M 28 59.7% 14.5 4.4 4.5 35.2% 31.2% 0.90% +19.9% +42.3% 63.0 6.5
DLCEX $70M 51 119.5% 14.6 4.3 4.1 34.7% 28.0% 1.22% +17.2% +38.1% 55.3 6.5
HLMGX $548M 59 34.2% 0.3 0.1 0.1 31.4% 30.6% 1.17% +22.1% +29.8% 62.3 6.4
RPXFX $48M 35 48.8% 4.7 1.6 2.0 39.5% 41.4% 1.07% +26.5% +30.1% 55.8 6.3
BLYAX $229M 60 44.9% 15.3 5.0 4.8 39.5% 31.5% 0.59% +27.4% +49.8% 62.7 6.2
PRBLX $24.1B 38 44.9% 14.3 4.2 4.3 34.5% 30.0% 1.11% +27.3% +31.9% 57.4 6.5
CTCAX $6.3B 99 60.7% 10.8 3.4 4.0 37.6% 37.0% 0.68% +31.7% +53.7% 67.3 6.6
RLSIX $27M 37 45.1% 5.3 1.8 2.2 39.4% 40.6% 1.09% +26.3% +30.3% 55.5 6.2

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms