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    Firsthand Technology Opportunities (TEFQX)

    9.32 Up 0.05(0.54%) Apr 24
    Prev Close:9.32
    YTD Return*:8.60%
    Net Assets*:116.12M
    Yield*:N/A

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for TEFQX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL7.8112.99
    FB5.694.67
    AMZN5.6619.30
    QCOM5.09-6.03
    LRCX5.07-11.22

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:116.12M
    Category:Technology
    Annual Report Expense Ratio (net):1.85%

    Performance & Risk

    YTD Return:8.60%
    5y Avg Return:14.76%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.48%
    Beta (3y):1.01
    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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