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  • Fund Type: Open-End Fund
  • Objective: Technology Sector
  • Asset Class: Equity
  • Geographic Focus: Global

Firsthand Alternative Energy Fund

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ALTEX:US

6.11 USD 0.14 2.24%

As of 09:29:30 ET on 01/30/2015.

Snapshot for Firsthand Alternative Energy Fund (ALTEX)

Year To Date: -5.42% 3-Month: -8.26% 3-Year: +8.60% 52-Week Range: 5.91 - 7.80
1-Month: -5.42% 1-Year: -8.94% 5-Year: -3.91% Beta vs MXWO: 1.36

Mutual Fund Chart for ALTEX

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  • ALTEX:US 6.11
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  • 1Y
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Fund Profile & Information for ALTEX

Firsthand Alternative Energy Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term growth of capital. The Fund invests at least 80% of the Fund's assets in alternative energy and energy technology companies, both U.S. and international.

Inception Date: 10-25-2007 Telephone: 1-408-294-2200
Managers: KEVIN MICHAEL LANDIS
Web Site: www.firsthandfunds.com

Fundamentals for ALTEX

NAV (on 2015-01-30) 6.11
Assets (M) (on 2014-11-28) 9.20
Fund Leveraged N
Minimum Investment 2,000.00
Minimum Subsequent Investment 50.00

Dividends for ALTEX

No dividends reported

Fees & Expenses for ALTEX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.53
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 1.98

Top Fund Holdings for ALTEX

Filing Date: 09/30/2014
Name Position Value % of Total
Rockwood Holdings Inc 13,000 993,850 6.584%
First Solar Inc 15,000 987,150 6.539%
SunEdison Inc 50,130 946,454 6.270%
SolarCity Corp 15,000 894,000 5.922%
SunPower Corp 25,931 878,542 5.820%
Power Integrations Inc 15,799 851,724 5.642%
Cree Inc 20,000 819,000 5.425%
Praxair Inc 5,400 696,600 4.615%
Johnson Controls Inc 15,200 668,800 4.430%
ABB Ltd 29,000 649,890 4.305%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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