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Firsthand Technology Opportunities Fund (TEFQX)

7.40
Net Asset Value
+0.41%
1 Day
-4.39%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
1.85%
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+2.64% 3 years+12.06%
3 months+7.87% 5 years+7.00%
1 year-13.01% Since inception-0.72%
Data through --

Peer Comparisonvs. Technology

 TEFQXCategory
Performance 5-yr return+7.00%+8.88%
Expense ratio1.85%1.47%
Risk 5 year sharpe ratio0.420.54
Net assets$77.3M$809.8M
Average market cap$19.8B$41.1B
Average P/E28.022.1
Portfolio turnover19%19%

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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

Holdings

U.S. stock88.67%
International stock11.22%
Cash0.11%
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
FB Facebook8.55%
-- 6.76%
AAPL Apple6.06%
ANET Arista Networks Inc5.91%
LRCX Lam Research Corp5.67%
GOOG Google5.13%
SWKS Skyworks Solutions Inc4.86%
QCOM Qualcomm4.79%
NFLX Netflix4.47%
INVN InvenSense Inc4.20%

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