ALTEX (Firsthand Alt Energy)
Net Asset Value: 3.81
1-Day Return:
0.03 (0.79%)
YTD Return as of 5/23/12:
-12.81%
Classification: Global Natural Resources Objective: GL Natural Resourc Open to New Investors: Yes
Lipper Rating
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.
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Total Returns (As of 5/23/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | -12.81 | -45.65 | -15.47 | NA | NA |
| 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) | 89 | 95 | 91 | NA | NA |
Fund Stats
More| Investment Objective: | GL Natural Resourc |
|---|---|
| Net Assets ($Mil) | 3.10 |
| Inception Date: | 10/29/07 |
| Manager Name, Tenure | Kevin 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)
More| Company Name | Symbol | % 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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