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Firsthand Technology Opportunities (TEFQX)

8.39 Down 0.07(0.83%) Oct 24
Prev Close:8.46
YTD Return*:11.32%
Net Assets*:115.86M
Yield*:N/A

* As of 30-Sep-14

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

Top Holdings

Symbol% AssetsYTD Return %
GTAT8.3818.65
AAPL7.3325.47
AMZN5.86-20.39
QCOM5.351.10
P5.32-12.67

Fund Basics

Morningstar Overall Rating:
Total Assets:115.86M
Category:Technology
Annual Report Expense Ratio (net):1.85%

Performance & Risk

YTD Return:11.32%
5y Avg Return:16.27%
Rank in Category (ytd):18
% Rank in Category (ytd):8.87%
Beta (3y):0.95
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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