Morningstar

Firsthand Technology Opportunities Fund TEFQX

Morningstar Medalist Rating
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Medalist Rating as of See Firsthand Investment Hub
  • NAV / 1-Day Return $4.33  /  0.00
  • Fund Size $35.7M
  • Adjusted Expense Ratio 1.850%
  • Net Expense Ratio 1.850%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Technology
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis TEFQX

Will TEFQX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Firsthand Technology Opportunities holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TEFQX

More TEFQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Roku Inc Class A

16.08 8M
Communication Services

Rocket Lab Corp

11.84 6M
Industrials

Bloom Energy Corp Class A

8.81 5M
Industrials

Coherent Corp

7.66 4M
Technology

Fidelity Inv MM Treasury I

6.64 3M
Cash and Equivalents

Viasat Inc

5.23 3M
Technology

ASM International NV ADR

4.46 2M
Technology

Oklo Inc Class A Shares

4.06 2M
Utilities

Broadcom Inc

3.67 2M
Technology

Palantir Technologies Inc Ordinary Shares - Class A

2.94 2M
Technology

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