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 Dow Up 0.13% Nasdaq Down 0.10%

Firsthand Technology Opportunities (TEFQX)

8.53 Down 0.03(0.35%) Jul 28
Prev Close:8.56
YTD Return*:10.31%
Net Assets*:111.03M
Yield*:N/A

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
AAPL11.3617.82
GTAT8.82121.00
AMZN6.33-16.65
QCOM6.318.42
GOOGL6.295.45

Fund Basics

Morningstar Overall Rating:
Total Assets:111.03M
Category:Technology
Annual Report Expense Ratio (net):1.85%

Performance & Risk

YTD Return:10.31%
5y Avg Return:20.27%
Rank in Category (ytd):18
% Rank in Category (ytd):8.87%
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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