Firsthand Alternative Energy
(ALTEX)
US Markets Open
AdChoices
6.31
-0.18
-2.77%
:

Previous Close

6.49

Net Assets

11.92M

Yield

0.00%

Front load

None

Expenses

1.98%

Category

Technology

Morningstar Risk

High

Morningstar Rating
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • ALTEX

  • Category

    • 2013

    • 93.71%

    • -

    • 2012

    • -23.57%

    • -

    • 2011

    • -39.89%

    • -

    • 2010

    • -9.24%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 17.07%

      • 3.66%

      • 9.35%

      • Q2

      • 28.64%

      • -15.23%

      • -7.42%

      • Q3

      • 16.70%

      • -7.03%

      • -37.36%

      • Q4

      • 10.22%

      • -6.44%

      • -5.21%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • GT Advanced Technologies Inc

        • 10.46

        • 106,900

        • -35,000

        • SunEdison Inc

        • 5.96

        • 50,130

        • -15,000

        • First Solar Inc

        • 5.61

        • 15,000

        • 0

        • SunPower Corp

        • 5.59

        • 25,931

        • -5,000

        • SolarCity Corp

        • 5.57

        • 15,000

        • -5,000

        • Cree Inc

        • 5.26

        • 20,000

        • 0

        • Rockwood Holdings Inc

        • 5.20

        • 13,000

        • 0

        • Power Integrations Inc

        • 4.78

        • 15,799

        • 0

        • Johnson Controls Inc

        • 3.99

        • 15,200

        • -8,000

        • SMA Solar Technology AG

        • 3.96

        • 20,000

        • 0

        • Name

        • Rating

        • YTD Return %

          • Nationwide Ziegler NYSEArcaTech100 I Svc

          • ★★★★★
          • 5.96

          • Waddell & Reed Science & Tech B

          • ★★★★★
          • -3.84

          • Waddell & Reed Science & Tech Y

          • ★★★★★
          • -2.89

          • USAA Science & Technology Adviser

          • ★★★★★
          • 9.94

          • Ivy Science & Technology A

          • ★★★★★
          • -1.42

          • Ivy Science & Technology A Load Waived

          • ★★★★★
          • -1.42

          • Ivy Science & Technology Y

          • ★★★★★
          • -1.37

          • T. Rowe Price Global Technology

          • ★★★★★
          • 18.38

          • Waddell & Reed Science & Tech A LW

          • ★★★★★
          • -3.12

          • Ivy Science & Technology B

          • ★★★★★
          • -2.01

          • Name

          • ALTEX

          • Category

            • Expense Ratio

            • 1.98%

            • 1.55%

            • Net Assets

            • 11.92M

            • 202.49M

            • Dividend Yield

            • 0.96%

            • 1.50

            • Price/Book

            • 2.53

            • 3.42

            • Price/Sales

            • 1.93

            • 2.51

            • Price/Cash Flow

            • 8.54

            • 11.69

            Profile

            Name of Issuer

            Firsthand Funds

            Fund Style

            Open

            Fund Manager

            Kevin Landis

            Investment Style

            Medium Growth

            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.

            Purchase Information

            Initial Purchase 2,000
            Initial Purchase: IRA 2,000
            Initial Purchase: AIP 500
            Front load None
            Back Load None

            Inception

            10/29/2007