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Firsthand Technology Opportunities (TEFQX)

7.95 Up 0.03(0.38%) Apr 17
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Prev Close:7.92
YTD Return*:4.45%
Net Assets*:99.00M
Yield*:N/A

* As of 31-Mar-14

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

Top Holdings

Symbol% AssetsYTD Return %
AAPL13.32-2.91
AMZN8.41-13.99
GOOG7.091.27
QCOM6.668.35
BIDU5.63-10.51

Fund Basics

Morningstar Overall Rating:
Total Assets:99M
Category:Technology
Annual Report Expense Ratio (net):1.85%

Performance & Risk

YTD Return:4.45%
5y Avg Return:24.07%
Rank in Category (ytd):23
% Rank in Category (ytd):11.22%
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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