As Goes January? What the Pullback in Green Mutual Funds Means

by Harris Roen, Editor
Roen Financial Report
February 6, 2014

The Roen Financial Report closely covers the universe of 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: click here for a detailed report on green funds, including rankings and technical breakdowns, in both Excel and PDF format.

Alternative energy mutual funds and ETFs have pulled back from some of the fantastic gains seen in 2013. There is a saying in the investment world that “as goes January, so goes the year.” Is it time to bail on this sector, or on stocks in general? Perhaps, but wise long-term alternative energy investors should avoid rash steps at this juncture.