Firsthand Alternative Energy Fund

Class No Load (ALTEX)
Scorecard
1 / 5 Stars
Lipper
2 1 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
E- (Sell)

#29 in Technology

U.S. News evaluated 50 Technology Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 53.08 percent over the past year, 1.52 percent over the past three years, and 3.23 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 19.0%
1 Year 53.1%
3 Years (Annualized) 1.5%
5 Years (Annualized) 3.2%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of 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.

Fees

Fees are Low compared to funds in the same category.
Firsthand Alternative Energy Fund has an expense ratio of 1.98 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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See Also:

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