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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+0.47% 3 years+9.83%
3 months+12.34% 5 years+12.57%
1 year+14.35% Since inception+0.36%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+12.57%+16.20%
Expense ratio1.85%1.46%
Risk 5 year sharpe ratio0.891.03
Net assets$86.1M$885.3M
Average market cap$25.2B$55.5B
Average P/E30.725.5
Portfolio turnover19%19%

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Fund Management and Purchase Info

Fund familyFirsthand Funds
Fund manager & tenureKevin Landis / 17 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00


U.S. stock84.88%
International stock13.52%
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
FB Facebook8.98%
-- 7.88%
ANET Arista Networks Inc6.33%
EQIX Equinix Inc5.09%
GOOG Google5.00%
AMZN Amazon4.69%
AAPL Apple4.32%
NFLX Netflix4.20%
BABA Alibaba Group Holding Ltd4.17%
WDAY Workday Inc3.91%