| 4.97 Net Asset Value | +0.20% 1 Day | +48.80% Year-to-Date | Overall Morningstar Rating |
| Technology Style or Category | No Load Sales Expenses | 1.98% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +12.70% | 3 years | -6.96% | |
| 3 months | +25.19% | 5 years | -13.31% | |
| 1 year | +31.48% | Since inception | -11.57% |
| ALTEX | Category | |
|---|---|---|
| Performance 5-yr return | -13.31% | +7.24% |
| Expense ratio | 1.98% | 1.62% |
| Risk 5 year sharpe ratio | -0.29 | 0.33 |
| Net assets | $2.0M | $512.7M |
| Average market cap | $2.0B | $29.5B |
| Average P/E | 11.7 | 18.6 |
| Portfolio turnover | 10% | 10% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Firsthand Funds |
| Fund manager & tenure | Kevin Landis / 5 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 56.71% |
| Industrial materials | 27.84% |
| Telecommunication | 6.75% |
| Consumer goods | 6.26% |
| Utilities | 2.45% |
| SCTY SolarCity Corp | 8.04% |
| ROC Rockwood Holdings Inc | 5.58% |
| SPWR SunPower Corporation | 5.37% |
| GLW Corning Inc | 5.37% |
| POWI Power Integrations, Inc. | 5.18% |
| HON Honeywell International, Inc. | 5.07% |
| ITRI Itron Inc. | 5.07% |
| GTAT GT Advanced Technologies Inc | 4.47% |
| PX Praxair, Inc. | 4.28% |
| ADES Advanced Emissions Solutions Inc | 3.85% |
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