Firsthand Technology Leaders
125 South Market Suite 1200 San Jose, CA 95113
Map
Phone: 888-884-2675
| Category: | Technology | | Fund Family: | Firsthand Funds | | Net Assets: | 39.28M | | Year-to-Date Return: | -6.23% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Dec-97 |
|
Kevin M. Landis
Lead Manager since
10-Dec-97 | | | Landis is the chief investment officer and portfolio manager of Firsthand Capital Management, Inc. He co-founded the firm in 1993. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in high-technology companies. It invests primarily in equity securities of high-technology companies that hold dominant competitive positions in high-growth industries. The fund may purchase stocks of small-, mid-, and large-cap companies. Due to the fund?s focus on dominant companies, its investments tend to include well-established companies with market capitalizations in the mid- or large-cap categories.It is nondiversified. |
| Last Dividend
(27-Jan-99):
| 0.00 | | Last Cap Gain
(15-Dec-00):
| 0.01 | | Annual Holdings Turnover
| 78.00% | | Average for Category:
| 177.35% |
|
| Expense | TLFQX | Category
Avg | | Total Expense Ratio: | 1.85%
| 1.83% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 581 | $755 | | 5 Yr Expense Projection*: |
$ 999 | $1,190 | | 10 Yr Expense Projection*: |
$ 2,161 | $2,363 |
|
|
1.52% Nasdaq 0.00%
Profile
