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    Firsthand Technology Opportunities (TEFQX)

    8.45 Up 0.04(0.48%) Aug 28
    Prev Close:8.45
    YTD Return*:13.51%
    Net Assets*:125.52M
    Yield*:N/A

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    TCTZF5.19N/A
    AAPL5.14N/A
    FB4.28N/A
    ANET4.08N/A
    LRCX4.06N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:125.52M
    Category:Technology
    Annual Report Expense Ratio (net):1.85%

    Performance & Risk

    YTD Return:13.51%
    5y Avg Return:15.05%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.47%
    Beta (3y):1.14
    Morningstar Risk Rating:3

    Fund Summary

    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. View More
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