Nasdaq - Delayed Quote USD

Firsthand Technology Opportunities (TEFQX)

4.3900
-0.0500
(-1.13%)
At close: 8:09:29 AM EDT
Loading Chart for TEFQX
  • Previous Close 4.4400
  • YTD Return 5.80%
  • Expense Ratio 1.85%
  • Category Technology
  • Last Cap Gain -93.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 41.65M
  • Beta (5Y Monthly) 1.28
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend --
  • Inception Date Sep 30, 1999

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.

Firsthand Funds

Fund Family

Technology

Fund Category

41.65M

Net Assets

1999-09-30

Inception Date

Performance Overview: TEFQX

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Trailing returns as of 5/15/2025. Category is Technology.

YTD Return

TEFQX
5.80%
Category
12.31%
 

1-Year Return

TEFQX
8.67%
Category
53.90%
 

3-Year Return

TEFQX
17.03%
Category
27.50%
 

5-Year Return

TEFQX
9.36%
Category
28.80%
 

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Holdings: TEFQX

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Sector Weightings

SectorTEFQX
Technology   68.14%
Industrials   1.52%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: TEFQX

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Research Reports: TEFQX

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