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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.45% 0.22% 408841.0 33.27
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.71% -- 1.499M

Basic Info

Investment Strategy
The Fund seeks a moderately high level of current income, consistent dividend growth and capital appreciation. At least 80% of its net assets plus any borrowing for investment purposes will be invested in the real estate. The Fund intends to invest substantially all of its assets in dividend-paying companies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Income
Peer Group Equity Income Funds
Global Macro Equity North America
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Equity Income Funds
Fund Owner Firm Name Guinness Atkinson Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-1.32%
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3.14%
-0.98%
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-11.07%
12.22%
13.06%
5.35%
2.40%
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13.29%
-4.86%
24.58%
5.59%
19.66%
-14.98%
26.16%
25.61%
19.00%
-0.10%
As of March 09, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.00%
Stock 95.90%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 4.10%
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Basic Info

Investment Strategy
The Fund seeks a moderately high level of current income, consistent dividend growth and capital appreciation. At least 80% of its net assets plus any borrowing for investment purposes will be invested in the real estate. The Fund intends to invest substantially all of its assets in dividend-paying companies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Income
Peer Group Equity Income Funds
Global Macro Equity North America
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Equity Income Funds
Fund Owner Firm Name Guinness Atkinson Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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