ALTEX Mutual Fund

ALTEX Mutual Fund (Firsthand Alternative Energy Fund) is managed by Firsthand. ALTEX expense ratio is 1.99%, holding 37 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2007-10-29.

ALTEX performance shows a YTD return of 27.78%. The 1-year return is 38.97% and the 5-year return is 2.20%. ALTEX dividend yield stands at 11.60%, paid annually.

ALTEX top holdings include Fidelity Treasury (16.0%), Bloom Energy Corporation Com Cl A (14.9%), Quanta (10.6%), Corning Inc. (8.1%), Abb Limited (5.2%). Go to all ALTEX holdings, ALTEX sectors, or ALTEX dividends.

ALTEX can be compared against other funds. Use ALTEX overlap to find shared positions, or ALTEX vs another fund for a side-by-side view. ALTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.