Firsthand Technology Opportunities Fund (TEFQX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
Above 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.


1 month+0.73% 3 years+19.63%
3 months+9.98% 5 years+22.78%
1 year+51.58% Since inception+3.00%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+22.78%+19.49%
Expense ratio1.86%1.39%
Risk 5 year sharpe ratio1.361.37
Net assets$154.3M$1.3B
Average market cap$49.5B$49.7B
Average P/E44.629.2
Portfolio turnover19%19%

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Fund Management and Purchase Info

Fund familyFirsthand Funds
Fund manager & tenureKevin Landis / 18 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00


U.S. stock71.67%
International stock19.15%
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
ANET Arista Networks Inc13.23%
-- 10.21%
NTNX Nutanix Inc7.07%
FB Facebook6.37%
NFLX Netflix5.39%
BABA Alibaba Group Holding Ltd4.84%
AMZN Amazon4.69%
EQIX Equinix Inc3.64%
GOOG Google3.37%
GWRE Guidewire Software Inc3.28%