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Firsthand Technology Opportunities (TEFQX)

8.82 Up 0.11(1.26%) Nov 26
Prev Close:8.82
YTD Return*:8.52%
Net Assets*:112.83M
Yield*:N/A

* As of 31-Oct-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
AAPL6.6838.22
AMZN5.52-23.34
FB5.4135.19
QCOM4.806.98
TCTZF4.7725.46

Fund Basics

Morningstar Overall Rating:
Total Assets:112.83M
Category:Technology
Annual Report Expense Ratio (net):1.85%

Performance & Risk

YTD Return:8.52%
5y Avg Return:16.33%
Rank in Category (ytd):57
% Rank in Category (ytd):28.08%
Beta (3y):1.05
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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