Firsthand Alternative Energy Fund
Shareclass
Firsthand Alternative Energy (ALTEX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 716 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Firsthand Alternative Energy Fund ALTEX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Iberdrola SA4.29% of assets$384,414 invested
- 2. Koninklijke Philips NV ADR1.91% of assets$171,189 invested
- 3. First Solar Inc7.87% of assets$704,960 invested
- 4. Honeywell International Inc1.46% of assets$131,016 invested
- 5. Sunrun Inc1.2% of assets$107,300 invested
- 6. Carrier Global Corp Ordinary Shares0.76% of assets$68,260 invested
- 7. STMicroelectronics NV ADR1.39% of assets$124,850 invested
- 8. ABB Ltd ADR4.2% of assets$375,970 invested
- 9. Accelleron Industries AG ADR0.2% of assets$17,812 invested
- 10. Corning Inc3.43% of assets$306,979 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Kratos Defense & Security Solutions Inc5.89% of assets$527,600 invested
- 2. Curaleaf Holdings Inc0.17% of assets$15,600 invested
- 3. ChargePoint Holdings Inc Ordinary Shares - Class A0.72% of assets$64,200 invested
- 4. Power Integrations Inc1.1% of assets$98,597 invested
- 5. Enovix Corp3.64% of assets$326,100 invested
- 6. ULVAC Inc1.18% of assets$105,807 invested
- 7. Sharp Corp0.08% of assets$6,885 invested
- 8. Itron Inc4.32% of assets$387,088 invested
- 9. Enphase Energy Inc2.3% of assets$206,040 invested
- 10. Sunnova Energy International Inc0.57% of assets$51,450 invested
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Financial performance
Performance data provided by
Find more financial data on ALTEX at Morningstar.com
Find more financial data on ALTEX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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