Dow Up 0.08% Nasdaq Down 0.30%

Firsthand Alternative Energy (ALTEX)

7.25 Down 0.07(0.96%) Sep 19
Prev Close:7.32
YTD Return*:15.61%
Net Assets*:17.02M
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
GTAT10.46106.77
SUNE5.9665.29
FSLR5.6127.02
SPWR5.5928.82
SCTY5.5719.04

Fund Basics

Morningstar Overall Rating:
Total Assets:17.02M
Category:Technology
Annual Report Expense Ratio (net):1.98%

Performance & Risk

YTD Return:15.61%
5y Avg Return:2.47%
Rank in Category (ytd):17
% Rank in Category (ytd):8.37%
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 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. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback