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Firsthand Technology Opportunities (TEFQX)

8.93 Down 0.03(0.33%) Aug 27
Prev Close:8.96
YTD Return*:7.51%
Net Assets*:107.99M
Yield*:N/A

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
GTAT8.3860.07
AAPL7.3321.07
AMZN5.86-23.00
QCOM5.35-1.25
P5.32-7.74

Fund Basics

Morningstar Overall Rating:
Total Assets:107.99M
Category:Technology
Annual Report Expense Ratio (net):1.85%

Performance & Risk

YTD Return:7.51%
5y Avg Return:18.38%
Rank in Category (ytd):25
% Rank in Category (ytd):12.32%
Beta (3y):0.88
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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