Firsthand Technology Opportunities (TEFQX)
6.34
0.08(1.28%) May 2
| Prev Close: | 6.26 |
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| YTD Return*: | -1.11% |
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| Net Assets*: | 95.10M |
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| Yield*: | N/A |
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* As of 28-Feb-13
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 95.1M |
| Category: | Technology |
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| Annual Report Expense Ratio (net): | 1.85% |
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Performance & Risk
| YTD Return: | -1.11% |
| 5y Avg Return: | 9.71% |
| Rank in Category (ytd): | 97 |
| % Rank in Category (ytd): | 47.78% |
| Beta (3y): | 0.78 |
| Morningstar Risk Rating: | 3 |
Fund Summary
The investment seeks long-term growth of capital.
The fund normally 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.
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