Firsthand Technology Opportunities Fund (TEFQX)

9.05
Net Asset Value
+0.11%
1 Day
+11.18%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
1.86%
Expense Ratio
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.

Performance

1 month+2.72% 3 years+18.91%
3 months+7.87% 5 years+14.53%
1 year+21.66% Since inception-0.05%
Data through --

Peer Comparisonvs. Technology

 TEFQXCategory
Performance 5-yr return+14.53%+13.54%
Expense ratio1.86%1.58%
Risk 5 year sharpe ratio0.960.84
Net assets$116.1M$833.7M
Average market cap$28.9B$40.3B
Average P/E30.622.0
Portfolio turnover23%23%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFirsthand Funds
Fund manager & tenureKevin Landis / 15 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock84.99%
International stock14.38%
Cash0.63%
Fixed income0.00%
Other0.00%
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
AAPL Apple7.81%
FB Facebook5.69%
AMZN Amazon5.66%
QCOM Qualcomm5.09%
LRCX Lam Research Corp5.07%
-- 4.96%
AMBA Ambarella Inc4.63%
EQIX Equinix Inc4.24%
BIDU Baidu4.16%
SWKS Skyworks Solutions Inc3.98%

To view my watchlist

Not a member yet?

Sign up now for a free account