ALTEX (Firsthand Alt Energy)
Net Asset Value: 3.81 1-Day Return: 0.03 (0.79%) YTD Return as of 5/23/12:Down -12.81%

Classification: Global Natural Resources   Objective: GL Natural Resourc   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

NAV Chart | Growth of $10,000
Fund Chart

Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund -12.81 -45.65 -15.47NANA
Classification -7.10 -22.57 2.41 -3.90 10.12
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)899591NANA

Fund Stats

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Investment Objective:GL Natural Resourc
Net Assets ($Mil)3.10
Inception Date:10/29/07
Manager Name, TenureKevin M. Landis, 2007
Expense Ratio: 1.98%
Sales Charge:
Load Type:
 
No Load
0.00%
0.00%

Top 10 Holdings (As of 12/31/11)

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Company NameSymbol% Net Assets
Fidelity Instl Money Market Portfolio;i NA 11.79
Gt Advanced Technologies Inc Ord GTAT 6.56
Ada-es Inc Ord ADES 6.05
Honeywell International Inc Ord HON 5.53
Power Integrations Inc Ord POWI 5.47
Meyer Burger Technology Ag Ord NA 4.45
Intevac Inc Ord IVAC 3.74
Praxair Inc Ord PX 3.65
Corning Inc Ord GLW 3.49
Iberdrola Sa Ord NA 2.92
% of Total Holdings 53.65

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