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TEFQX Firsthand Technology Opportunities

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Fund TEFQX Firsthand Technology Opportunities SMH VanEck Vectors Semiconductor ETF IGM iShares North American Tech  
Similarity
?
100% 87% 86%
Annual Fees
?
$195.54
(1.85% Exp. Ratio)
$36.99
(0.35% Exp. Ratio)
$50.74
(0.48% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.70% annual return
$30,123.78 $47,480.95 $45,657.42
Est. savings over 30 yrs +$17,357.17 +$15,533.64
Return
As of 11/30/16
1 YR RETURN 1.08%
3 YR 7.24%
5 YR 12.13%
10 YR 9.43%
1 YR RETURN 30.17%
3 YR 21.83%
5 YR --
10 YR --
1 YR RETURN 9.87%
3 YR 13.64%
5 YR 16.21%
10 YR 9.75%
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.
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors® US Listed Semiconductor 25 Index (the "Semiconductor Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Semiconductor Index is comprised of common stocks and depositary receipts of U.S. exchange-listed companies in the semiconductor sector. Such companies may include medium-capitalization companies and foreign companies that are listed on a U.S. exchange. The fund is non-diversified.
The investment seeks to track the investment results of the S&P North American Technology Sector Index. The fund invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. The index includes companies in the following categories: producers of sophisticated computer-related devices; providers of communications equipment and internet services; producers of computer and internet software; consultants for information technology; providers of computer services; and semiconductors and semiconductor equipment manufacturers. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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