Firsthand Technology Financials
| TEFQX Fund | USD 3.68 0.19 4.91% |
Firsthand |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Firsthand Technology Fund Summary
Firsthand Technology competes with Berkshire Focus, Red Oak, Jacob Internet, Kinetics Internet, and Janus Global. The fund invests at least 80 percent 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 andor scientific intensity to deliver its products or services. It may purchase stocks of small-, mid-, and large-cap companies. Due to the funds 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.Specialization | Technology, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3379415041 |
| Business Address | Firsthand Funds |
| Mutual Fund Family | Firsthand Funds |
| Mutual Fund Category | Technology |
| Benchmark | Dow Jones Industrial |
| Phone | 888 884 2675 |
| Currency | USD - US Dollar |
Firsthand Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Firsthand Technology's current stock value. Our valuation model uses many indicators to compare Firsthand Technology value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Firsthand Technology competition to find correlations between indicators driving Firsthand Technology's intrinsic value. More Info.Firsthand Technology Opportunities is rated top fund in price to earning among similar funds. It is rated third largest fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Firsthand Technology Opportunities is roughly 8.72 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Firsthand Technology's earnings, one of the primary drivers of an investment's value.Firsthand Technology Systematic Risk
Firsthand Technology's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Firsthand Technology volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Firsthand Technology correlated with the market. If Beta is less than 0 Firsthand Technology generally moves in the opposite direction as compared to the market. If Firsthand Technology Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Firsthand Technology is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Firsthand Technology is generally in the same direction as the market. If Beta > 1 Firsthand Technology moves generally in the same direction as, but more than the movement of the benchmark.
Firsthand Technology Thematic Clasifications
Firsthand Technology Opportunities is part of Tech Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in technology. Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services
This theme covers Funds investing in technology. Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services. Get More Thematic Ideas
Firsthand Technology Opportunities is rated fifth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Technology category is currently estimated at about 6 Billion. Firsthand Technology claims roughly 80.08 Million in net asset contributing just under 2% to funds listed under Technology category.| Tech Funds | View |
Firsthand Technology March 29, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Firsthand Technology help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Firsthand Technology Opportunities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Firsthand Technology Opportunities based on widely used predictive technical indicators. In general, we focus on analyzing Firsthand Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Firsthand Technology's daily price indicators and compare them against related drivers.
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 10.4 | |||
| Value At Risk | (3.69) | |||
| Potential Upside | 3.08 |
Other Information on Investing in Firsthand Mutual Fund
Firsthand Technology financial ratios help investors to determine whether Firsthand Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Firsthand with respect to the benefits of owning Firsthand Technology security.
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