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TEFQX Firsthand Technology Opportunities Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Technology
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Netflix Inc. (NASDAQ:NFLX), Arista Networks Inc (NYSE:ANET), Uber Technologies (NYSE:UBER), Bloom Energy Corp (NYSE:BE), Roku (NASDAQ:ROKU).

Industry description

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.

Market Cap

The average market capitalization across the Firsthand Technology Opportunities MF is 94.63B. The market cap for tickers in the group ranges from 23.37B to 432.41B. PLTR holds the highest valuation in this group at 432.41B. The lowest valued company is ROKU at 23.37B.

Volume

The average weekly volume growth across all stocks in the Firsthand Technology Opportunities MF was 7%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -48%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 71
P/E Growth Rating: 75
Price Growth Rating: 41
SMR Rating: 61
Profit Risk Rating: 74
Seasonality Score: 14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Technology

Profile
Details
Category
Technology
Address
Firsthand Funds150 ALMADEN BLVD, SUITE 1250SAN JOSE
Phone
1-888-884-2675
Web
www.firsthandfunds.com
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TEFQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TEFQX has been closely correlated with SCIRX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if TEFQX jumps, then SCIRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TEFQX
1D Price
Change %
TEFQX100%
+1.61%
SCIRX - TEFQX
74%
Closely correlated
+0.03%
FSPTX - TEFQX
74%
Closely correlated
N/A
SCMIX - TEFQX
64%
Loosely correlated
+0.03%
PRGTX - TEFQX
63%
Loosely correlated
+0.60%
FSCSX - TEFQX
63%
Loosely correlated
N/A
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