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Firsthand Technology Opportunities Fund (TEFQX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests at least 80% of the assets in high-technology companies. The adviser considers a high-technology company to be one that employs a relatively high degree of engineering and/or scientific intensity to deliver its products or services. It may purchase stocks of small-- mid-- and large-cap companies. Due to the fund's focus on emerging opportunities within the technology sector- its investments tend to include younger companies with market capitalizations in the small- or mid-cap categories. The fund is non-diversified.


1 month+2.56% 3 years+21.14%
3 months+10.62% 5 years+20.58%
1 year+55.46% Since inception+2.50%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+20.58%+17.88%
Expense ratio1.86%1.41%
Risk 5 year sharpe ratio1.261.40
Net assets$122.6M$1.2B
Average market cap$50.2B$45.1B
Average P/E45.225.5
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyFirsthand Funds
Fund manager & tenureKevin Landis / 18 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00


U.S. stock71.96%
International stock24.02%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service 23.54%
Telecommunication 17.97%
Hardware 14.71%
Consumer service 6.84%
Consumer goods 4.82%
Top 10 Holdings
Portfolio weighting
ANET Arista Networks Inc13.06%
-- 10.38%
FB Facebook7.57%
BABA Alibaba Group Holding Ltd6.80%
NFLX Netflix6.25%
NTNX Nutanix Inc5.51%
AMZN Amazon4.73%
EQIX Equinix Inc4.40%
GOOG Google4.26%
WDAY Workday Inc4.15%