Mutual Funds - Profile

Firsthand Alternative Energy Fund

GL > Natural Resources/Materials >

Rank

Universe Rank
68 68

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team Invests in alternative energy and alternative energy technology companies, both U.S. and international.

Alternative energy includes energy generated through solar, hydrogen, wind, geothermal, hydroelectric, tidal, biofuel, and biomass.

Alternative energy technologies include technologies that enable energies to be tapped, stored, or transported, such More

Price

  • Last Close
  • $14.37
    +0.48
  • 52 Week HL
  • $16.13 - $12.75
  • Net Assets
  • $21 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Dec 31, 2020

Company Holding
SolarEdge Technologies, 11.9
Enphase Energy, 4.7
Cree, Inc. 4.5
Sunrun Inc. 4.3
Qell Acquisition 3.9
Company Holding
Vestas Wind 3.8%
Sustainable Opportunities 3.5
Climate Change 3.4%
Decarbonization Plus 3.4
Spring Valley 3.3
Total 46.7%

Manager

  • Name
  • Kevin Landis
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-1.3 % YTD

  • 3 Year
  • 136.33%
  • 5 Year
  • 170.84%
  • Best
  • 93.71%
    2013
  • Worst
  • -47.84%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
ALTEX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 23%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.8% -22.1% 15.9% -0.3% 7.8% -5.7% 5% 15% 17.1% 3.7% -
Q2 0.8% 29.9% 13.3% -2.9% 9% -6.4% -5.2% 3.5% 29.6% -14.9% -
Q3 -8.1% 40.4% -2.4% -2% 3.9% 4.1% -18.8% -10.3% 14.7% -7.5% -
Q4 7.2% 27.6% 6.1% -13.4% 4% -1.3% 11.7% -6.5% 10.2% -5.9% -

Returns +
M

J F M A M J J A S O N D
2021 7.3% -2.2% -2.9% -4% -2.3% 7.6% -4% 0.5% -4.8% 11.3% -0.2% -5.8%
2020 -0.1% -0.5% -21.6% 16.2% 8.9% 2.6% 18.6% 14.1% 5.2% 3.5% 13.4% 8.7%

Annual Return

Index Comparison

Alpha

NAV