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Firsthand Funds Technology Opportunities Fd: (MF: TEFQX)

(NASDAQ Mutual Funds) As of Jul 15, 2019 08:00 PM ET

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$13.94 USD

0.00 (NA)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Jun 30, 2019

Total Return %* Percentile Rank Objective
YTD 28.14 20
3 months -0.29 95
6 months 28.15 20
1 Year 12.38 31
3 Year 32.72 2
5 Year 17.86 20
10 Year 19.05 13

* Annual for three years and beyond.

Zacks Premium Research for TEFQX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
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Portfolio Statistics

%Unrealized Gain YTD 32.42
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 6/30/2019 158.10
%Turnover 6/30/2019 25.00

Risk

3 Year 5 Year 10 Year
Beta 1.18 1.18 1.03
Alpha 15.10 5.68 4.05
R Squared 0.55 0.59 0.58
Std. Dev. 19.27 18.46 17.30
Sharpe 1.72 1.02 2.00

Sector / Country Weightings

As of 6/30/2019 % of Portfolio
Technology 37.20
Other 31.71
Retail Trade 11.42
Non-Durable 8.75
Services 7.06
Finance 3.86

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2019)
% of Portfolio Value (Mil$)
NA 21.71 70.85
ARISTA NETWORKS 6.74 22.01
TWILIO INC 5.54 18.09
ROKU INC 4.74 15.48
FACEBOOK INC 3.83 12.50
NETFLIX COM INC 3.82 12.48
CREE INC 3.68 12.02
APPLIED MATERIALS INC 3.65 11.90
MICROSOFT CORP 3.61 11.79

Stock Holding % of Net Assets

As Of 3/31/2019
Total Issues 35
Avg. P/E 34.14
Avg. P/Book 5.82
Avg. EPS Growth 21.16
Avg. Market Value (Mil $) 175,051

Allocation

% of Portfolio
Large Growth 57.50
Large Value 0.00
Small Growth 18.71
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00