Firsthand Alternative Energy
(ALTEX)
+0.02
+0.40%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 4.99 |
| Category | Technology |
| Net Assets | 2.00 Mil |
| Yield | 0.00% |
| Morningstar Risk | High |
| Morningstar Return | Low |
- Last NAV update 5/23/2013 3:00 AM ET
| NA |
|---|
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in alternative energy and alternative energy technology companies, both U.S. and international. It may purchase stocks of any capitalization, including, but not limited to, large-cap, mid-cap or small-cap stocks. The fund's international stock investments may include stocks of companies based in or doing substantial business in both developed markets and emerging markets. It may also engage in short sales. The fund may invest a substantial portion of its assets in cash or cash equivalents. It is non-diversified. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 41.02% | -9.24% | -39.89% | -23.57% | 50.00% |
| Value ($) | 14,102.00 | 12,798.98 | 7,693.47 | 5,880.12 | 8,820.18 |
- Year to date performance as of 5/22/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Firsthand Funds |
| Fund Manager | Kevin Landis |
| Tenure (Years) | 6 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,000.00 |
| Minimum IRA Investment | 2,000.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.98% |
| Symbol | Value ($) |
|---|---|
| 1 Month | NA |
| 3 Months | NA |
| 1 Year | NA |
| 3 Years* | NA |
| 5 Years* | NA |
- * Annualized returns
- Performance as of 5/22/2013 8:00 PM ET
| ALTEX | Technology | |
|---|---|---|
| 5-Yr Return | NA | 5.61% |
| Sharpe Ratio | -0.48 | 0.50 |
| Net Assets | 2.00 Mil | 149.30 Mil |
| Avg Market Cap | 2.03 Bil | 23.63 Bil |
| Avg P/E | 11.66 | 18.69 |
| Portfolio Turnover | 10 | 106 |
| Symbol | Value ($) |
|---|---|
| Stocks | 99.80% |
| Cash | 0.00% |
| Fixed Income | 0.00% |
| Other | 0.20% |
| NAME | % NET ASSETS |
|---|---|
| SolarCity Corp | 8.04% |
| Rockwood Holdings Inc | 5.58% |
| SunPower Corporation | 5.37% |
| Corning Inc | 5.37% |
| Power Integrations, Inc. | 5.18% |
| Honeywell International, Inc. | 5.07% |
| Itron Inc. | 5.07% |
| GT Advanced Technologies Inc | 4.47% |
| Praxair, Inc. | 4.28% |
| Advanced Emissions Solutions Inc | 3.85% |
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