Firsthand Technology Opportunities (TEFQX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.85%|
Performance & Risk
|5y Avg Return:||20.27%|
|Rank in Category (ytd):||18|
|% Rank in Category (ytd):||8.87%|
|Morningstar Risk Rating:||3|
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