Back to top
more

Firsthand Alternative Energy Fund: (MF: ALTEX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 06:03 PM ET

$15.48 USD

+0.07 (0.45%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 54.08 1
3 months 31.98 1
6 months 31.64 1
1 Year 125.84 1
3 Year 19.01 42
5 Year 6.29 75
10 Year 13.30 41

* Annual for three years and beyond.

Zacks Premium Research for ALTEX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

% Unrealized Gain 8.36
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 4/30/2026 9.30
% Turnover 4/30/2026 26.00

Risk

3 Year 5 Year 10 Year
Beta 1.92 1.56 1.34
Alpha -10.54 -6.88 -3.11
R Squared 0.47 0.48 0.49
Std. Dev. 34.97 34.37 28.95
Sharpe 0.56 0.24 3.00

Sector / Country Weightings

As of 4/30/2026 % of Portfolio
Industrial Cyclical 35.95
Other 30.59
Technology 27.69
Utilities 2.48
Consumer Durables 1.94
Retail Trade 1.35

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2025)		 % of Portfolio Value (Mil$)
TOTAL*MONEY MARKET 17.17 1.60
BLOOM ENERGY CORP 11.17 1.04
QUANTA SERVICES INC 9.49 0.89
OKLO INC 7.69 0.72
CORNING INC 6.06 0.57
ABB LTD ADR 5.55 0.52
ON SEMICONDUCTOR CORP 4.64 0.43
VESTAS WIND SYSTEMS AS 4.30 0.40
BWX TECHNOLOGIES INC 3.70 0.35

Stock Holding % of Net Assets

As Of 12/31/2025
Total Issues 34
Avg. P/E 28.50
Avg. P/Book 3.04
Avg. EPS Growth 5.59
Avg. Market Value (Mil $) 45,745

Composition

% of Portfolio
Stocks 83.09
Foreign Stocks 16.15
Cash 17.17
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other -0.26
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 15.88
Large Value 0.00
Small Growth 38.25
Small Value 0.00
Foreign Stock 0.00
Emerging Market 8.08
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00