TEFQX : Firsthand Technology Opportunities Fund

TEFQX is a Sector Equity Market Technology with HIGH fees.

TEFQX

Firsthand Technology Opportunities Fund

FI Score

18 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

18% FI Score
  • tefqx
  • Mutual Fund
  • Sector Equity
  • Technology

Firsthand Technology Opportunities Fund

Expenses: 1.83% (Better than 0% of similar funds)

This is a bad choice for a Technology Sector Equity fund. See why »

Fund Summary

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.

Largest Holdings

Amount Holding
11.18% Roku Inc Class A
6.48% Chegg Inc
4.77% Twilio Inc A
3.97% Cree Inc
3.79% Nutanix Inc Class A
3.24% Zscaler Inc
3.00% Netflix Inc
2.43% II-VI Inc
1.77% Kratos Defense & Security Solutions Inc
1.72% Slack Technologies Inc Class A
1.69% Adobe Inc
1.62% Arista Networks Inc
1.49% Coupa Software Inc
1.40% NVIDIA Corp
1.39% Workday Inc Class A
1.36% Zendesk Inc
1.34% Splunk Inc
1.31% SolarEdge Technologies Inc
1.21% Option on Invesco QQQ Trust
1.09% Proofpoint Inc
1.06% Domo Inc
1.00% Option on SPDR® S&P 500 ETF Trust Apr20
0.95% Guidewire Software Inc
0.91% Revasum Inc ADR
0.87% Palo Alto Networks Inc

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