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Firsthand Technology Opportunities (TEFQX)

8.88 Up 0.12(1.37%) Sep 16
Prev Close:8.76
YTD Return*:13.99%
Net Assets*:115.86M
Yield*:N/A

* As of 31-Aug-14

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

Top Holdings

Symbol% AssetsYTD Return %
GTAT8.38106.77
AAPL7.3330.61
AMZN5.86-14.15
QCOM5.352.69
P5.323.83

Fund Basics

Morningstar Overall Rating:
Total Assets:115.86M
Category:Technology
Annual Report Expense Ratio (net):1.85%

Performance & Risk

YTD Return:13.99%
5y Avg Return:19.34%
Rank in Category (ytd):18
% Rank in Category (ytd):8.87%
Beta (3y):0.91
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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