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Firsthand Technology Opportunities (TEFQX)

6.16 Up 0.08(1.32%) Feb 12
Prev Close:6.08
YTD Return*:-11.63%
Net Assets*:77.27M
Yield*:N/A

* As of 31-Jan-16

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

Top Holdings

Symbol% AssetsYTD Return %
AAPL5.99N/A
EQIX5.28N/A
FB5.09N/A
PANW4.87N/A
AMZN4.83N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:77.27M
Category:Technology
Annual Report Expense Ratio (net):1.85%

Performance & Risk

YTD Return:-11.63%
5y Avg Return:6.17%
Rank in Category (ytd):100
% Rank in Category (ytd):48.78%
Beta (3y):1.21
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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