ALTEX Mutual Fund
ALTEX Mutual Fund
Firsthand Alternative Energy Fund

ALTEX Mutual Fund Overview
ALTEX Mutual Fund (Firsthand Alternative Energy Fund) is managed by Firsthand. ALTEX expense ratio is 1.99%, holding 37 positions across sectors including Unknown, Industrials, Information Technology. Inception date: 2007-10-29.
ALTEX performance shows a YTD return of 20.72%. The 1-year return is 95.52% and the 5-year return is 6.15%. ALTEX dividend yield stands at 9.21%, paid annually.
ALTEX top holdings include Fidelity Treasury (16.0%), Bloom Energy Corporation Class A (14.9%), Quanta Services, Inc. (10.6%), Corning Inc. (8.1%), Abb Limited (5.2%). View all ALTEX holdings, sector breakdown, or dividend history.
ALTEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ALTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.