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Firsthand Alternative Energy ALTEX

Medalist Rating as of | See Firsthand Investment Hub
  • NAV / 1-Day Return 8.80  /  +1.85 %
  • Total Assets 9.1 Mil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.000%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Technology
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 22%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis ALTEX

Will ALTEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Firsthand Alternative Energy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings ALTEX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 56.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Quanta Services Inc

8.77 1.1 Mil
Industrials

Fidelity Inv MM Treasury I

8.69 1.1 Mil
Cash and Equivalents

Tesla Inc

8.08 993,920
Consumer Cyclical

First Solar Inc

7.00 861,400
Technology

ON Semiconductor Corp

6.79 835,300
Technology

Axcelis Technologies Inc

5.27 648,450
Technology

Kratos Defense & Security Solutions Inc

4.95 608,700
Industrials

Aspen Aerogels Inc

4.49 552,300
Industrials

Corning Inc

4.08 501,207
Technology

Vestas Wind Systems A/S

3.87 475,875
Industrials