Firsthand e-Commerce 125 South Market Suite 1200 San Jose, CA 95113 Map
Phone: 888-884-2675
| Category: | Technology | | Fund Family: | Firsthand Funds | | Net Assets: | 32.05M | | Year-to-Date Return: | 61.71% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-99 |
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Kevin M. Landis
Lead Manager since
30-Sep-99 | | | 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 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of companies that provide products, services, and technologies that facilitate the growth of electronic commerce. It may purchase stocks of small-, mid-, and large-cap companies. The fund focuses on valuing a company and purchasing securities of that company if we believe its intrinsic value exceeds its current market price. It is nondiversified. |
| Last Dividend
(15-Dec-00):
| 0.00 | | Last Cap Gain
(15-Dec-00):
| 0.05 | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 189.88% |
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| Expense | TEFQX | Category Avg | | Total Expense Ratio: | 1.85%
| 1.81% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 581 | $719 | | 5 Yr Expense Projection*: |
$ 999 | $1,122 | | 10 Yr Expense Projection*: |
$ 2,161 | $2,231 |
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