Firsthand Technology Leaders Firsthand Funds 125 S. Market Street Suite 1200 San Jose, CA 95113 Map
Phone: 888-884-2675
| Category: | Specialty-Technology | | Fund Family: | Firsthand Funds | | Net Assets: | 49.14M | | Year-to-Date Return: | -15.91% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Dec-97 |
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Kevin M. Landis
Lead Manager since
10-Dec-97 | | | Landis is the chief investment officer and portfolio manager of Firsthand Capital Management, Inc. He co-founded the firm in 1993. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in high-technology companies. It invests primarily in equity securities of high-technology companies that hold dominant competitive positions in high-growth industries. It is nondiversified. |
| Last Dividend
(27-Jan-99):
| 0.00 | | Last Cap Gain
(15-Dec-00):
| 0.01 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 176.59% |
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| Expense | TLFQX | Category Avg | | Total Expense Ratio: | 1.95%
| 1.82% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$612 | $734 | | 5 Yr Expense Projection*: |
$1,050 | $1,144 | | 10 Yr Expense Projection*: |
$2,266 | $2,267 |
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