GAGEX Mutual Fund (Guinness Atkinson GlobaL Energy Fund) is managed by Guinness Atkinson Funds. GAGEX expense ratio is 1.46%, holding 29 positions across sectors including Energy, Unknown. Inception date: 2004-06-30.

GAGEX performance shows a YTD return of 18.30%. The 1-year return is 33.78% and the 5-year return is 15.51%. GAGEX dividend yield stands at 2.34%, paid annually.

GAGEX top holdings include Exxon Mobil Corp. (5.5%), Valero Energy Corp (5.1%), Total Se (4.9%), Chevron Corp. (4.8%), Bp Plc (4.8%). View all GAGEX holdings, sector breakdown, or dividend history.

GAGEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GAGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.