Nasdaq - Delayed Quote USD

Firsthand Technology Opportunities (TEFQX)

4.3800
-0.0100
(-0.23%)
At close: 8:04:31 PM EDT

Fund Summary

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 Technology Opportunities

SAN JOSE CA 95113
150 ALMADEN BLVD, SUITE 1250
1-888-884-2675

Fund Overview

Category Technology
Fund Family Firsthand Funds
Net Assets 41.65M
YTD Return 5.80%
Yield 0.00%
Morningstar Rating
Inception Date Sep 30, 1999

Fund Operations

Last Dividend --
Last Cap Gain -93.00
Holdings Turnover 14.00%
Average for Category --

Fees & Expenses

Expense TEFQX Category Average
Annual Report Expense Ratio (net) 1.85% 1.05%
Prospectus Net Expense Ratio 1.85% --
Prospectus Gross Expense Ratio 1.87% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.21%
Max Deferred Sales Load -- 1.24%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kevin M. Landis, Lead Manager since September 30, 1999
Kevin Landis. is the President, Chief Executive Officer, and Chief Investment Officer of the Adviser and is a Trustee of the Trust. He has been the portfolio manager since its inception in 2007. He co-founded Firsthand Capital Management, Inc. in 1993. Kevin M. Landis, who also serves as a Trustee of the Trust, controls the Investment Adviser and is a portfolio manager of each of the Firsthand Funds.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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