Firsthand Alternative Energy 125 South Market Suite 1200 San Jose, CA 95113 Map
Phone: 888-884-2675
| 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 |
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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. |
| 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 |
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| 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. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 44.00% | | Average for Category:
| 102.05% |
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| Expense | ALTEX | Category 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 |
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