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Morningstar

Guinness Atkinson Renminbi Yuan & Bond GARBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.62  /  0.26 %
  • Total Assets 4.8 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Emerging-Markets Local-Currency Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.68%
  • Effective Duration —

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis GARBX

Will GARBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GARBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GARBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GARBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A strong management team and sound investment process underpin Guinness Atkinson Renminbi Yuan & Bond's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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