Firsthand Technology Value
125 South Market Suite 1200 San Jose, CA 95113
Map
Phone: 888-884-2675
| Category: | Technology | | Fund Family: | Firsthand Funds | | Net Assets: | 186.29M | | Year-to-Date Return: | 22.60% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 20-May-94 |
|
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. |
| 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 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. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(17-Dec-01):
| 0.39 | | Annual Holdings Turnover
| 54.00% | | Average for Category:
| 189.88% |
|
| Expense | TVFQX | 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 |
|
|
0.17% Nasdaq 0.00%
Profile
