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    Firsthand Technology Opportunities (TEFQX)

    8.35 Up 0.07(0.85%) Jan 23
    Prev Close:8.28
    YTD Return*:9.29%
    Net Assets*:109.02M
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for TEFQX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL6.68-0.95
    AMZN5.52-0.59
    FB5.410.55
    QCOM4.80-0.07
    TCTZF4.77-1.10

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:109.02M
    Category:Technology
    Annual Report Expense Ratio (net):1.85%

    Performance & Risk

    YTD Return:9.29%
    5y Avg Return:14.16%
    Rank in Category (ytd):70
    % Rank in Category (ytd):33.82%
    Beta (3y):1.03
    Morningstar Risk Rating:2

    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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