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Firsthand Alternative Energy (ALTEX)

7.47
-0.14
(-1.84%)
As of 8:05:06 AM EDT. Market Open.
Loading Chart for ALTEX
  • Previous Close 7.61
  • YTD Return -17.44%
  • Expense Ratio 2.01%
  • Category Technology
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 7.23M
  • Beta (5Y Monthly) 1.60
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.00
  • Inception Date Oct 29, 2007

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.

Firsthand Funds

Fund Family

Technology

Fund Category

7.23M

Net Assets

2007-10-29

Inception Date

Performance Overview: ALTEX

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Trailing returns as of 4/15/2025. Category is Technology.

YTD Return

ALTEX
17.44%
Category
12.31%
 

1-Year Return

ALTEX
16.44%
Category
53.90%
 

3-Year Return

ALTEX
14.43%
Category
27.50%
 

5-Year Return

ALTEX
6.60%
Category
28.80%
 

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Holdings: ALTEX

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Sector Weightings

SectorALTEX
Industrials   39.09%
Technology   35.53%
Utilities   7.04%
Healthcare   2.20%
Real Estate   0.00%
Energy   0.00%

Recent News: ALTEX

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Research Reports: ALTEX

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