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. To download your complimentary sample MF and ETF report, including rankings and technical breakdowns in both Excel and PDF format, please go to www.roenreport.com/mfsetfs/.
Performance for MF’s have been outstanding, following a surge in solar stocks, energyefficiency companies, and other alternative energysectors. Over the past 12-months the average alternative energyMF returned 30.3%, and not a single fund was down for the year. Three-month and one-month returns were similarly spectacular, gaining 10.5% and 7.3% respectively on average, also with no losers.
I expect this trend to continue, as many of these alternative energysectors are bouncing back from the overly pessimistic levels of 2012.
