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Morningstar

Firsthand Technology Opportunities TEFQX

Morningstar Medalist Rating
Medalist Rating as of | See Firsthand Investment Hub
  • NAV / 1-Day Return 4.15  /  1.22 %
  • Total Assets 65.3 Mil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Technology
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 10%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:24 PM GMT+0

Morningstar’s Analysis TEFQX

Will TEFQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TEFQX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TEFQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of TEFQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Firsthand Technology Opportunities to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TEFQX

More TEFQX Holdings
  • Current Portfolio Date
  • Equity Holdings 29
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 64.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Roku Inc Class A

15.16
12,152,400
Communication Services

Wolfspeed Inc

12.48
10,006,200
Technology

Cloudflare Inc

6.52
5,229,600
Technology

Kratos Defense & Security Solutions Inc

5.01
4,015,200
Industrials

Palo Alto Networks Inc

4.78
3,832,650
Technology

BILL Holdings Inc Ordinary Shares

4.37
3,505,500
Technology

Monday.Com Ltd Ordinary Shares

4.27
3,424,400
Technology

Domo Inc

4.21
3,371,800
Technology

Enphase Energy Inc

4.18
3,349,600
Technology

DocuSign Inc

3.82
3,065,400
Technology