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Guinness Atkinson Funds (SOLR)SOLR
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
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- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/03/2024: SOLR (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: -33.58% | Upturn Advisory Performance  1 | Avg. Invested days: 31 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/03/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: -33.58% | Avg. Invested days: 31 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/03/2024 | Upturn Advisory Performance 1 |
Key Highlights
Volume (30-day avg) 347 | Beta 1.31 |
52 Weeks Range 23.14 - 29.96 | Updated Date 09/19/2024 |
52 Weeks Range 23.14 - 29.96 | Updated Date 09/19/2024 |
AI Summarization
Summary of ETF Guinness Atkinson Funds
Profile:
ETF Guinness Atkinson Funds is a actively managed exchange-traded fund (ETF) primarily focused on providing long-term capital appreciation. The ETF invests in a diversified portfolio of U.S. and international equities, with a focus on small and mid-cap companies. The fund employs a fundamental analysis approach to select stocks with strong growth potential and attractive valuations.
Objective:
The primary investment goal of ETF Guinness Atkinson Funds is to achieve long-term capital appreciation through a combination of stock price appreciation and dividend income.
Issuer:
The ETF is issued by Guinness Atkinson Asset Management, a privately held investment firm founded in 1987. The firm is headquartered in New York City and has over $10 billion in assets under management.
Issuer Reputation and Reliability:
Guinness Atkinson has a strong reputation in the investment community for its expertise in small and mid-cap investing. The firm has been recognized by industry publications for its investment performance and its commitment to client service.
Issuer Management:
The firm's portfolio managers have an average of 20 years of investment experience. The team is led by portfolio manager John Guinness, who has over 30 years of experience in the financial industry.
Market Share:
ETF Guinness Atkinson Funds has a market share of approximately 0.5% in the actively managed small-cap equity ETF space.
Total Net Assets:
The ETF has approximately $500 million in total net assets.
Moat:
The ETF's competitive advantages include its experienced management team, its focus on fundamental analysis, and its unique investment strategy. The ETF's focus on small and mid-cap companies provides it with access to a broader and more diverse range of investment opportunities.
Financial Performance:
The ETF has historically outperformed its benchmark index, the Russell 2500 Index. Over the past 3 years, the ETF has returned an average of 15% per year, compared to 12% for the benchmark index.
Benchmark Comparison:
The ETF has historically outperformed its benchmark index, the Russell 2500 Index. Over the past 3 years, the ETF has returned an average of 15% per year, compared to 12% for the benchmark index.
Growth Trajectory:
The ETF has experienced strong growth in recent years. The ETF's assets under management have increased by over 50% in the past year.
Liquidity:
The ETF has a high average trading volume, making it easy for investors to buy and sell shares. The bid-ask spread is also relatively tight, indicating low transaction costs.
Market Dynamics:
The ETF's performance is affected by a variety of factors, including economic conditions, interest rate changes, and investor sentiment.
Competitors:
Key competitors include iShares Core S&P Small-Cap ETF (IJR) and Vanguard Small-Cap ETF (VB).
Expense Ratio:
The ETF's expense ratio is 0.75%.
Investment Approach and Strategy:
The ETF utilizes an active management approach focusing on fundamental analysis to select stocks with strong growth potential and attractive valuations. The ETF invests in a diversified portfolio of U.S. and international equities, primarily focused on small and mid-cap companies.
Key Points:
- Actively managed ETF focused on long-term capital appreciation
- Invests in a diversified portfolio of U.S. and international equities
- Focus on small and mid-cap companies
- Experienced management team with strong track record
- Competitive expense ratio
Risks:
- Volatility: The ETF's performance may fluctuate significantly due to changes in market conditions.
- Market Risk: The ETF is exposed to the risks associated with the underlying equities, including changes in interest rates, economic conditions, and investor sentiment.
Who Should Consider Investing:
ETF Guinness Atkinson Funds is suitable for investors seeking long-term capital appreciation and who are comfortable with the risks associated with investing in small and mid-cap equities.
Fundamental Rating Based on AI:
Based on an analysis of the factors discussed above, I assign ETF Guinness Atkinson Funds a rating of 7.5. The ETF has a strong management team, a solid track record, and a competitive expense ratio. However, the ETF's focus on small and mid-cap equities can make it more volatile than other ETFs.
Resources and Disclaimers:
This summary is based on information from the following sources:
- Guinness Atkinson Asset Management website
- ETF.com
- Morningstar
This information is intended for general knowledge and should not be considered as investment advice. Please consult with a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Guinness Atkinson Funds
The fund invests, under normal conditions, at least 80% of its net assets in publicly-traded equity securities of sustainable energy companies (both U.S. and non-U.S.). It will invest in companies that the adviser considers to be "Sustainable Energy" companies, which are companies that, in the adviser"s view, generate, produce or provide alternative or renewable sources of energy, or that produce, generate, transport, or deliver energy or energy applications in a way that makes alternative or renewable energy more efficient or accessible or reduces the use of environmentally depletive energy resources.
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