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Firsthand Technology Opportunities TEFQX

Medalist Rating as of | See Firsthand Investment Hub
  • NAV / 1-Day Return 4.05  /  +1.00 %
  • Total Assets 54.4 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 8%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 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.

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.

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Portfolio Holdings TEFQX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 59.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wolfspeed Inc

10.30 7.4 Mil
Technology

Roku Inc Class A

10.22 7.3 Mil
Communication Services

Kratos Defense & Security Solutions Inc

7.35 5.3 Mil
Industrials

Zscaler Inc

6.17 4.4 Mil
Technology

DocuSign Inc

4.97 3.6 Mil
Technology

Cloudflare Inc

4.64 3.3 Mil
Technology

Chegg Inc

4.11 3.0 Mil
Consumer Defensive

Monday.Com Ltd Ordinary Shares

3.92 2.8 Mil
Technology

PagerDuty Inc

3.87 2.8 Mil
Technology

Workday Inc Class A

3.85 2.8 Mil
Technology