Firsthand Technology Opportunities Fund (TEFQX)

8.16
Net Asset Value
+0.74%
1 Day
+3.82%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
1.86%
Expense Ratio
Below 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-8.00% 3 years+13.86%
3 months-1.33% 5 years+14.19%
1 year+13.12% Since inception-0.48%
Data through --

Peer Comparisonvs. Technology

 TEFQXCategory
Performance 5-yr return+14.19%+14.33%
Expense ratio1.86%1.58%
Risk 5 year sharpe ratio1.030.86
Net assets$116.7M$794.2M
Average market cap$23.9B$34.0B
Average P/E33.622.5
Portfolio turnover21%21%

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. stock84.64%
International stock14.85%
Cash0.51%
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
GTATQ GT Advanced Technologies Inc8.38%
AAPL Apple Inc7.33%
AMZN Amazon.com Inc5.86%
QCOM Qualcomm Inc5.35%
P Pandora Media Inc5.32%
-- Tencent Holdings Ltd.5.16%
FB Facebook Inc Class A4.85%
LRCX Lam Research Corp4.26%
EQIX Equinix Inc3.79%
TWTR Twitter Inc3.69%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.