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  •  Dow Down 0.47% Nasdaq Down 0.56%

    Firsthand Technology Opportunities (TEFQX)

    8.95 Down 0.05(0.56%) Mar 3
    Prev Close:9.00
    YTD Return*:0.61%
    Net Assets*:106.70M
    Yield*:N/A

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for TEFQX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL7.817.47
    FB5.69-3.88
    AMZN5.6617.44
    QCOM5.09-11.84
    LRCX5.07-3.38

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:106.7M
    Category:Technology
    Annual Report Expense Ratio (net):1.85%

    Performance & Risk

    YTD Return:0.61%
    5y Avg Return:15.56%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.48%
    Beta (3y):0.99
    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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