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Firsthand Alternative Energy (ALTEX)On Nov 30: 7.22  Up 0.07 (0.98%)  
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Profile  As of 31-Oct-09Get Profile for:
Firsthand Alternative Energy
125 South Market Suite 1200 San Jose, CA 95113
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Phone: 888-884-2675
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FUND OVERVIEW 
Category:Equity Energy
Fund Family:Firsthand Funds
Net Assets:6.17M
Year-to-Date Return:17.43%
Yield:0.00%
Morningstar Rating:N/A
Fund Inception Date:29-Oct-07
MORNINGSTAR STYLE BOX 
Equity Energy
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Kevin M. Landis
Lead Manager since 29-Oct-07
Landis is the chief investment officer and portfolio manager of Firsthand Capital Management, Inc. He co-founded the firm in 1993.
INVESTMENT INFORMATION 
Min Initial Investment:$2,000
Min Initial Investment, IRA:$2,000
Min Initial Investment, AIP:$2,000
Min Subsequent Investment:$50
Min Subsequent Investment, IRA:$50
Min Subsequent Investment, AIP:$50
ALTEX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in alternative energy and energy technology companies, both U.S. and international. It may also invest a substantial portion of assets in cash or cash equivalents. The fund may also engage in short sales. It is nondiversified.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover 44.00%
Average for Category: 102.05%
FEES & EXPENSES 
ExpenseALTEXCategory
Avg
Total Expense Ratio:2.08% 1.70%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.11%
Max Deferred Sales Load:% 2.75%
3 Yr Expense Projection*: $ 651$680
5 Yr Expense Projection*: $ 1,116$1,033
10 Yr Expense Projection*: $ 2,400$2,038
* Per $10,000 invested


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