Firsthand Funds (ALTEX)
General Fund Information
Firsthand Funds
125 South Market Street Suite 1200
San Jose CA 95113
(888) 884-2675
www.firsthandfunds.com
Category:Domestic Equity Funds
Style:Growth
Assets: ($ millions)$5.8

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: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 Issues07/31/18
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance07/31/18
  Fund Return Percentile Rank *
Year to date: -0.15% 83
1 Year: 5.10% 58
Annualized returns:
3 Year: 3.20% 31
5 Year: 3.77% 6
10 Year: -2.56% 44
Since inception: -3.62% 85
Inception date: 10/29/07  
Bear Market: -40.75%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics07/31/18
Alpha 3YR:1.55
Alpha 5YR:3.21
Beta 3YR:0.18
Beta 5YR:0.34
R. Squared 3YR:6.36
R. Squared 5YR:14.43
Sharpe 3YR:0.19
Sharpe 5YR:0.20
Std. Dev. 3YR:16.51
Std. Dev. 5YR:16.51
Sector Distribution 
No fund sectors available