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Firsthand Funds (ALTEX)
General Fund Information
125 South Market Street Suite 1200 San Jose, CA 95113
(888) 884-2675www.firsthandfunds.com
Category:Domestic Equity Funds
Style:Growth
Assets: ($ millions)$6.2

Account min.:$2,000
Reinvest. min.:$50
IRA account min.:$2,000
IRA reinvest min.:50.00
Type:Mid-Cap
Expenses:1.98%
Max. defer. load: 
Max. front load: 
Avg. P/E:29.76
Avg. P/B:3.46
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Firsthand Alternative Energy Fund seeks long-term growth of capital. The Fund normally invests at least 80% of its assets in alternative energy and energy technology companies, both U.S. and international. The Fund may purchase stocks of any capitalization and is non-diversified.
Social Issues10/31/17
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance10/31/17
Year to date: 27.79%
Year to date: 27.79%
1 Year: 30.75%
Annualized returns:
3 Year: 0.50%
5 Year: 16.13%
10 Year: -3.85%
Since inception: -3.83%
Inception date: 10/29/07
Bear Market: -40.75%
Bear Market Period:     —    
MPT Statistics10/31/17
Alpha 3YR:2.17
Alpha 5YR:15.68
Beta 3YR:0.28
Beta 5YR:0.48
R. Squared 3YR:12.50
R. Squared 5YR:18.19
Sharpe 3YR:0.01
Sharpe 5YR:0.81
Std. Dev. 3YR:19.61
Std. Dev. 5YR:19.61
Sectors Pie Chart 
No fund sectors available

 

 
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