Firsthand Technology Opportunities Fund Quote
| TEFQX Fund | USD 3.95 0.12 2.95% |
PerformanceWeak
| Odds Of DistressLow
|
Firsthand Technology is trading at 3.95 as of the 27th of March 2025; that is 2.95 percent decrease since the beginning of the trading day. The fund's open price was 4.07. Firsthand Technology has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 27th of December 2024 and ending today, the 27th of March 2025. Click here to learn more.
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. More on Firsthand Technology Opportunities
Moving against Firsthand Mutual Fund
Firsthand Mutual Fund Highlights
| Thematic Idea | Tech Funds (View all Themes) |
| Fund Concentration | Firsthand Funds, Large Funds, Technology Funds, Tech Funds, Technology, Firsthand Funds, Large, Technology (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Firsthand Technology Opportunities [TEFQX] is traded in USA and was established 27th of March 2025. Firsthand Technology is listed under Firsthand Funds category by Fama And French industry classification. The fund is listed under Technology category and is part of Firsthand Funds family. The entity is thematically classified as Tech Funds. This fund at this time has accumulated 80.08 M in assets with minimum initial investment of 2 K. Firsthand Technology is currently producing year-to-date (YTD) return of 3.69%, while the total return for the last 3 years was -23.11%.
Check Firsthand Technology Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Firsthand Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Firsthand Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Firsthand Technology Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Firsthand Technology Opportunities Mutual Fund Constituents
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| AMAT | Applied Materials | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| WDAY | Workday | Stock | Information Technology | |
| EQIX | Equinix | Stock | Real Estate | |
| TWLO | Twilio Inc | Stock | Information Technology |
Firsthand Technology Risk Profiles
| Mean Deviation | 1.69 | |||
| Semi Deviation | 2.48 | |||
| Standard Deviation | 2.18 | |||
| Variance | 4.75 |
Firsthand Technology Against Markets
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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