Alternative Energy Mutual Funds Post Stellar Performance, ETFs Variable

Alternative Energy Mutual Funds Post Stellar Performance, ETFs Variable

by Harris Roen, Editor
Roen Financial Report
August 20, 2013


The Roen Financial Report closely covers the universe of almost 30 alternative energy Mutual Funds (MFs) and Exchange Traded Funds (ETFs). We use a proprietary ranking method to pick the best funds, looking at measures that include fees, risk, tax liability, and the financial health of individual holdings within each fund. Subscribers can see the complete list of green funds, including rankings and technical breakdowns, in both Excel and PDF format.


Alternative energy MFs have had stellar returns in the past three and 12 months, all showing gains in the double digits. ETFs have also done well on average, but returns are much more variable, as detailed below.

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