ALTEX : Firsthand Alternative Energy Fund

ALTEX is a Sector Equity Market Technology with HIGH fees.

ALTEX

Firsthand Alternative Energy Fund

FI Score

3 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

0 /10

Market Size

0 /10

  • altex
  • Mutual Fund
  • Sector Equity
  • Technology

Firsthand Alternative Energy Fund

Expenses: 1.98% (Better than 0% of similar funds)

This is a bad choice for a Technology Sector Equity fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
12.70% SolarEdge Technologies Inc
11.35% Power Integrations Inc
6.88% Itron Inc
6.28% Cree Inc
5.41% Vestas Wind Systems A/S
5.13% Royal Philips NV ADR
5.04% Iberdrola SA
4.76% Aspen Aerogels Inc
3.99% First Solar Inc
3.58% Enphase Energy Inc
3.51% Quanta Services Inc
3.45% Linde PLC
2.94% Corning Inc
2.68% ABB Ltd ADR
2.44% Siemens Gamesa Renewable Energy SA
2.24% SunPower Corp
2.09% Utd Tech
1.94% GW Pharmaceuticals PLC ADR
1.89% Covanta Holding Corp
1.72% Honeywell International Inc
1.44% ULVAC Inc
1.16% Vivint Solar Inc
1.15% Orion Energy Systems Inc
1.12% Sunrun Inc
0.99% Advanced Emissions Solutions Inc

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