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    Firsthand Technology Opportunities (TEFQX)

    9.28 Up 0.03(0.32%) May 22
    Prev Close:9.25
    YTD Return*:10.81%
    Net Assets*:116.84M
    Yield*:N/A

    * As of 30-Apr-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL7.2217.02
    AMZN6.4036.31
    TCTZF6.1242.00
    FB4.951.01
    AMBA4.5648.66

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:116.84M
    Category:Technology
    Annual Report Expense Ratio (net):1.85%

    Performance & Risk

    YTD Return:10.81%
    5y Avg Return:14.27%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.47%
    Beta (3y):0.99
    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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