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    Firsthand Technology Opportunities (TEFQX)

    9.24 Down 0.04(0.43%) Jul 31
    Prev Close:9.28
    YTD Return*:13.02%
    Net Assets*:131.78M
    Yield*:N/A

    * As of 30-Jun-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL7.22N/A
    AMZN6.40N/A
    TCTZF6.12N/A
    FB4.95N/A
    AMBA4.56N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:131.78M
    Category:Technology
    Annual Report Expense Ratio (net):1.85%

    Performance & Risk

    YTD Return:13.02%
    5y Avg Return:16.25%
    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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