Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Tuesday, December 1, 2009, 7:27PM ET - U.S. Markets Closed. Dow Up 1.23% Nasdaq Up 1.46%
Firsthand Technology Value (TVFQX)On Dec 1: 29.11  Up 0.36 (1.25%)  
MORE ON TVFQX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 31-Oct-09Get Profile for:
Firsthand Technology Value
125 South Market Suite 1200 San Jose, CA 95113
Map
Phone: 888-884-2675
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Technology
Fund Family:Firsthand Funds
Net Assets:186.29M
Year-to-Date Return:17.51%
Yield:0.00%
Morningstar Rating:2 stars
Fund Inception Date:20-May-94
MORNINGSTAR STYLE BOX 
Technology
[View Category Definition]
View Top Technology Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Kevin M. Landis
Lead Manager since 20-May-94
Landis is the chief investment officer and portfolio manager of Firsthand Capital Management, Inc. He co-founded the firm in 1993.
INVESTMENT INFORMATION 
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
TVFQX can be purchased from 15 brokerages.
FUND SUMMARY 
The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in high-technology companies that we believe are undervalued and have potential for capital appreciation. It may purchase stocks of small-, mid-, and large-cap companies. The fund?s investments may include young, relatively small companies that are not yet broadly known, or well-established companies that we believe are currently out of favor in the market. It is nondiversified.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (17-Dec-01): 0.39
Annual Holdings Turnover 54.00%
Average for Category: 174.48%
FEES & EXPENSES 
ExpenseTVFQXCategory
Avg
Total Expense Ratio:1.85% 1.82%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.37%
Max Deferred Sales Load:% 2.69%
3 Yr Expense Projection*: $ 581$729
5 Yr Expense Projection*: $ 999$1,140
10 Yr Expense Projection*: $ 2,161$2,263
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials