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Firsthand Funds (ALTEX)
General Fund Information
125 South Market Street Suite 1200 San Jose, CA 95113
Category:Domestic Equity Funds
Assets: ($ millions)$5.5

Account min.:$2,000
Reinvest. min.:$50
IRA account min.:$2,000
IRA reinvest min.:50.00
Max. defer. load: 
Max. front load: 
Avg. P/E:26.00
Avg. P/B:3.86
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 Issues08/31/18
Shareholder activism:
Community investment:
Human rights:
Products and Services:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:

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 Performance08/31/18
Year to date: -0.30%
Year to date: -0.30%
1 Year: 5.94%
Annualized returns:
3 Year: 6.44%
5 Year: 4.93%
10 Year: -3.10%
Since inception: -3.60%
Inception date: 10/29/07
Bear Market: -40.75%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:4.86
Alpha 5YR:4.45
Beta 3YR:0.14
Beta 5YR:0.33
R. Squared 3YR:4.66
R. Squared 5YR:14.35
Sharpe 3YR:0.47
Sharpe 5YR:0.27
Std. Dev. 3YR:16.27
Std. Dev. 5YR:16.27
Sectors Pie Chart 
No fund sectors available


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