Firsthand Technology Value
Firsthand Funds 125 S. Market Street Suite 1200 San Jose, CA 95113
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Phone: 888-884-2675
| Category: | Specialty-Technology | | Fund Family: | Firsthand Funds | | Net Assets: | 292.42M | | Year-to-Date Return: | -18.77% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 20-May-94 |
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Kevin M. Landis
Lead Manager since
20-May-94 | | | 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 capital growth. The fund normally invests at least 80% of assets in high-technology companies. It may purchase stocks of small-, mid-, and large-cap companies. The fund's investments may include young, relatively small companies that are not yet broadly known, or well-established companies that we believe are currently out of favor in the market. It is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(17-Dec-01):
| 0.39 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 176.97% |
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| Expense | TVFQX | Category
Avg | | Total Expense Ratio: | 1.93%
| 1.82% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$605 | $731 | | 5 Yr Expense Projection*: |
$1,040 | $1,138 | | 10 Yr Expense Projection*: |
$2,245 | $2,255 |
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0.11% Nasdaq 
0.36%
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