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Firsthand Technology Opportunities (TEFQX)

4.5800 +0.1900 (+4.33%)
At close: 8:09:26 PM EDT
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  • Previous Close 4.3900
  • YTD Return 0.61%
  • Expense Ratio 1.85%
  • Category Technology
  • Last Cap Gain -53.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 46.78M
  • Beta (5Y Monthly) 1.92
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 38.00%
  • 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

46.78M

Net Assets

1999-09-30

Inception Date

Performance Overview

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Trailing returns as of 10/23/2026. Category is Technology.

YTD Return

TEFQX
0.61%
Category
12.31%

1-Year Return

TEFQX
5.35%
Category
53.90%

3-Year Return

TEFQX
6.30%
Category
27.50%

5-Year Return

TEFQX
17.27%
Category
28.80%

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