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TEFQX Firsthand Technology Opportunities Forecast, Technical & Fundamental Analysis

Category Technology
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Workday (NASDAQ:WDAY), Zscaler (NASDAQ:ZS), Roku (NASDAQ:ROKU), PagerDuty (NYSE:PD).

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 17.44B. The market cap for tickers in the group ranges from 743.29M to 72.06B. WDAY holds the highest valuation in this group at 72.06B. The lowest valued company is CHGG at 743.29M.

Volume

The average weekly volume growth across all stocks in the Firsthand Technology Opportunities MF was 1%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 73
Price Growth Rating: 59
SMR Rating: 85
Profit Risk Rating: 94
Seasonality Score: 0 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Technology

Profile
Fundamentals
Details
Category
Technology
Address
Firsthand Funds150 ALMADEN BLVD, SUITE 1250SAN JOSE
Phone
1-888-884-2675
Web
www.firsthandfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WEMMX20.420.27
+1.34%
TETON Westwood Mighty Mites AAA
GGOCX18.83N/A
N/A
Goldman Sachs Mid Cap Growth C
FDYZX161.90-1.05
-0.64%
Franklin DynaTech Adv
POEIX10.33-0.10
-0.96%
Principal Origin Emerging Markets Instl
LFGOX28.44-0.43
-1.49%
Lord Abbett Focused Growth F3

TEFQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TEFQX has been loosely correlated with CCIZX. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if TEFQX jumps, then CCIZX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TEFQX
1D Price
Change %
TEFQX100%
+1.16%
CCIZX - TEFQX
64%
Loosely correlated
-1.47%
CCOYX - TEFQX
63%
Loosely correlated
-1.46%
FSCSX - TEFQX
63%
Loosely correlated
+0.42%
SCIRX - TEFQX
61%
Loosely correlated
-1.47%
VITAX - TEFQX
61%
Loosely correlated
-0.86%
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