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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
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+4.78% 3 years+16.71%
3 months+4.28% 5 years+10.33%
1 year+4.93% Since inception-0.38%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+10.33%+11.18%
Expense ratio1.86%1.50%
Risk 5 year sharpe ratio0.700.80
Net assets$109.9M$792.1M
Average market cap$18.5B$44.6B
Average P/E26.123.8
Portfolio turnover23%23%

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Fund Management and Purchase Info

Fund familyFirsthand Funds
Fund manager & tenureKevin Landis / 16 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00


U.S. stock86.43%
International stock12.11%
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
AAPL Apple5.99%
EQIX Equinix Inc5.28%
FB Facebook5.09%
PANW Palo Alto Networks Inc4.87%
AMZN Amazon4.83%
LRCX Lam Research Corp4.32%
-- 4.17%
ANET Arista Networks Inc4.04%
P Pandora Media Inc4.03%
SWKS Skyworks Solutions Inc3.97%