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IWIRX
Mutual Fund ticker: NASDAQ
AS OF
Jan 17 closing price
Price
$57.15
Change
+$0.32 (+0.56%)
Net Assets
206.64M

IWIRX Guinness Atkinson™ Global Inntrs Inv Forecast, Technical & Fundamental Analysis

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), Salesforce (NYSE:CRM), Intuit (NASDAQ:INTU), Applied Materials (NASDAQ:AMAT), Lam Research Corp (NASDAQ:LRCX), KLA Corp (NASDAQ:KLAC).

Industry description

The investment seeks long-term capital appreciation. The fund invests in publicly-traded equity securities of companies that the Advisor believes are positioned for growth due to advances in technology, communications, globalism or innovative management. The adviser will consider all companies in the world's developed stock markets, such as the United States, the United Kingdom, Canada, Japan, Hong Kong, Singapore, Australia, New Zealand and other stock markets in the European Union. The adviser also may consider investments in emerging stock markets. At least 40% of the fund's assets will be invested in global securities.

Market Cap

The average market capitalization across the Guinness Atkinson™ Global Inntrs Inv MF is 968.66B. The market cap for tickers in the group ranges from 83.69B to 3.37T. NVDA holds the highest valuation in this group at 3.37T. The lowest valued company is APH at 83.69B.

Volume

The average weekly volume growth across all stocks in the Guinness Atkinson™ Global Inntrs Inv MF was 1%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 66
P/E Growth Rating: 66
Price Growth Rating: 43
SMR Rating: 31
Profit Risk Rating: 17
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
Fidelity Puritan TrustSuite 750Woodland Hills
Phone
N/A
Web
www.gafunds.com
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IWIRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IWIRX has been closely correlated with ANWPX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWIRX jumps, then ANWPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWIRX
1D Price
Change %
IWIRX100%
+0.56%
ANWPX - IWIRX
86%
Closely correlated
+0.65%
RNPFX - IWIRX
86%
Closely correlated
+0.65%
RNPEX - IWIRX
86%
Closely correlated
+0.65%
RNPCX - IWIRX
86%
Closely correlated
+0.66%
RNPAX - IWIRX
86%
Closely correlated
+0.66%
More