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Firsthand Technology Opportunities (TEFQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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3.7300-0.0100 (-0.27%)
At close: 08:06AM EDT

Firsthand Technology Opportunities

SAN JOSE CA 95113

150 ALMADEN BLVD, SUITE 1250

Firsthand Funds

1-888-884-2675
Management Information
Kevin M. Landis,Lead Manager since September 29, 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
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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.

Fund Overview

CategoryTechnology
Fund FamilyFirsthand Funds
Net Assets54.99M
YTD Return-16.46%
Yield0.00%
Morningstar Rating★
Inception DateSept 29, 1999

Fund Operations

Last DividendN/A
Last Cap Gain1.00
Holdings Turnover8.00%
Average for CategoryN/A

Fees & Expenses

ExpenseTEFQXCategory Average
Annual Report Expense Ratio (net)1.85%1.05%
Prospectus Net Expense Ratio1.85%N/A
Prospectus Gross Expense Ratio1.86%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.21%
Max Deferred Sales LoadN/A1.24%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A