Firsthand Alternative Energy (ALTEX)
5.05 
0.04(0.80%) May 24
| Prev Close: | 5.01 |
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| YTD Return*: | 17.66% |
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| Net Assets*: | 2.00M |
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| Yield*: | N/A |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for ALTEX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| GLW | 6.10 | -0.08 |
| ITRI | 5.84 | -6.85 |
| HON | 5.13 | 11.01 |
| ROC | 5.06 | 27.70 |
| PX | 5.03 | 3.71 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 2M |
| Category: | Technology |
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| Annual Report Expense Ratio (net): | 1.98% |
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Performance & Risk
| YTD Return: | 17.66% |
| 5y Avg Return: | -16.72% |
| Rank in Category (ytd): | 1 |
| % Rank in Category (ytd): | 0.49% |
| Beta (3y): | 1.49 |
| Morningstar Risk Rating: | 5 |
Fund Summary
The investment seeks long-term growth of capital.
The fund normally invests at least 80% of assets in alternative energy and alternative energy technology companies, both U.S. and international. It may purchase stocks of any capitalization, including, but not limited to, large-cap, mid-cap or small-cap stocks. The fund's international stock investments may include stocks of companies based in or doing substantial business in both developed markets and emerging markets. It may also engage in short sales. The fund may invest a substantial portion of its assets in cash or cash equivalents. It is non-diversified.
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