| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
1
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
#12 in Technology
U.S. News evaluated 54 Technology Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 11.44 percent over the past year, 9.04 percent over the past three years, 8.18 percent over the past five years, and 10.17 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 2.1% |
| 1 Year | 11.4% |
| 3 Years (Annualized) | 9.0% |
| 5 Years (Annualized) | 8.2% |
| 10 Years (Annualized) | 10.2% |
Summary
The investment seeks long-term growth of capital. The fund invests at least 80% 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 and/or scientific intensity to deliver its products or services. It may purchase stocks of small-, mid-, and large-cap companies. Due to the fund's 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.
Fees
Fees are Average compared to funds in the same category.
Firsthand Technology Opportunities Fund has an expense ratio of 1.85 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
