Nasdaq - Delayed Quote USD

Firsthand Alternative Energy (ALTEX)

8.88 -0.02 (-0.22%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 8.90
  • YTD Return -7.92%
  • Expense Ratio 2.00%
  • Category Technology
  • Last Cap Gain -33.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 10.15M
  • Beta (5Y Monthly) 1.44
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.00
  • Inception Date Oct 29, 2007

The fund normally invests at least 80% of its 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 from time to time, as part of its principal investment strategies, invest a substantial portion of its assets in cash or cash equivalents. The fund is non-diversified.

Firsthand Funds

Fund Family

Technology

Fund Category

10.15M

Net Assets

2007-10-29

Inception Date

Performance Overview: ALTEX

Trailing returns as of 4/25/2024. Category is Technology.

YTD Return

ALTEX
7.92%
Category
12.31%
 

1-Year Return

ALTEX
18.91%
Category
53.90%
 

3-Year Return

ALTEX
11.84%
Category
27.50%
 

5-Year Return

ALTEX
9.25%
Category
28.80%
 

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Holdings: ALTEX

Top 10 Holdings (62.00% of Total Assets)

SymbolCompany% Assets
PWR
Quanta Services, Inc. 8.77%
FISXX
Fidelity Colchester Street Trust - Treasury Portfolio 8.69%
TSLA
Tesla, Inc. 8.08%
FSLR
First Solar, Inc. 7.00%
ON
ON Semiconductor Corporation 6.79%
ACLS
Axcelis Technologies, Inc. 5.27%
KTOS
Kratos Defense & Security Solutions, Inc. 4.95%
ASPN
Aspen Aerogels, Inc. 4.49%
GLW
Corning Incorporated 4.08%
VWS.CO
Vestas Wind Systems A/S 3.87%

Sector Weightings

SectorALTEX
Technology   48.30%
Industrials   33.70%
Utilities   3.11%
Healthcare   2.86%
Real Estate   0.00%
Energy   0.00%

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