Firsthand Technology Opportunities Fund (TEFQX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
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 month0.00% 3 years+12.51%
3 months+10.03% 5 years+18.08%
1 year+34.96% Since inception-0.55%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+18.08%+17.99%
Expense ratio1.86%1.62%
Risk 5 year sharpe ratio1.221.02
Net assets$111.0M$763.9M
Average market cap$38.5B$34.4B
Average P/E27.423.1
Portfolio turnover21%21%

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Fund Management and Purchase Info

Fund familyFirsthand Funds
Fund manager & tenureKevin Landis / 14 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00


U.S. stock83.15%
International stock13.69%
Fixed income3.17%
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
-- Apple Inc11.36%
GTAT GT Advanced Technologies Inc8.82%
AMZN Inc6.33%
QCOM Qualcomm Inc6.31%
GOOGL Google Inc Class A6.29%
P Pandora Media Inc5.70%
-- Tencent Holdings Ltd.4.91%
FB Facebook Inc Class A4.53%
BIDU Baidu Inc ADR4.30%
SWKS Skyworks Solutions Inc4.24%

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