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    Firsthand Alternative Energy (ALTEX)

    6.75 Down 0.06(0.88%) Mar 26
    Prev Close:6.81
    YTD Return*:6.50%
    Net Assets*:9.05M
    Yield*:N/A

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for ALTEX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SCTY7.58-5.12
    SPWR7.3029.50
    CREE7.0322.59
    SUNE6.6216.66
    POWI6.098.70

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:9.05M
    Category:Technology
    Annual Report Expense Ratio (net):1.98%

    Performance & Risk

    YTD Return:6.50%
    5y Avg Return:-1.04%
    Rank in Category (ytd):14
    % Rank in Category (ytd):6.67%
    Beta (3y):1.55
    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
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