7.05 Down -0.02 -0.28%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 7.07
Category Technology
Net Assets 22.55 Mil
Yield 0.00%
Morningstar Risk High
Morningstar Return Low
  • Last NAV update 4/15/2014 4:00 PM ET
INVESTMENT OBJECTIVE
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.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return -9.24% -39.89% -23.57% 93.71% 8.96%
Value ($) 9,076.16 5,455.68 4,169.79 8,077.41 8,801.51
  • Year to date performance as of 4/15/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Firsthand Funds
Fund Manager Kevin Landis
Tenure (Years) 6
Fund Status Open
Minimum Initial Purchase 2,000.00
Minimum IRA Investment 2,000.00
Front Load 0.00
Expense Ratio 1.98%
PERFORMANCE
Symbol Value ($)
1 Month -5.11%
3 Months 3.83%
1 Year 82.64%
3 Years* -1.65%
5 Years* 4.75%
  • * Annualized returns
  • Performance as of 4/15/2014 12:00 AM ET
PEER COMPARISON
  ALTEX Technology
5-Yr Return 4.75% 19.01%
Sharpe Ratio 0.07 2.23
Net Assets 22.55 Mil 202.49 Mil
Avg Market Cap 4.86 Bil 30.96 Bil
Avg P/E 23.54 24.02
Portfolio Turnover 26 132
HOLDINGS
Symbol Value ($)
Stocks 99.94%
Cash 0.00%
Fixed Income 0.00%
Other 0.06%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 7:02 AM ET
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