TLFQX Rating, Research - Firsthand Technology Leaders

Firsthand Technology Leaders (tlfqx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 207

Threats + Weaknesses = 98

When strengths & opportunities substantially exceed threats & weaknesses an investment in the tlfqx mutual fund has great long term potential.

Fund Management Team

Firsthand Funds

Fund Description Update

Firsthand Technology Leaders (TLFQX) Description: TLFQX is a mutual fund, which is an investment that owns a basket of assets. The TLFQX mutual fund was provided by Firsthand and this investment vehicle derives the majority of its value from equity holdings (stocks). Firsthands mutual fund has a long management tenure and is in the small fund size classification. TLFQXs minimum initial investment amount is $2000 while the IRA minimum is $2000. TLFQXs expense ratio is roughly 2%. The latest TLFQXs front end load was 0% and the back end load was 0%. The Firsthand Technology Leaders (TLFQX) mutual fund falls under the technology category. TLFQX focuses its investments in USA and TLFQX is focused on the technology industry or fund sector. The Firsthand Technology Leaders (TLFQX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TLFQXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TLFQXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation and income. The fund will primarily invest at least 80% of assets in securities of domestic or foreign companies that provide products, services, or equipment for the generation of electricity, gas and water as well as for telecommunications. It primarily invests in a broad range of readily marketable dividend-paying common stocks (see stock research) in the utilities industry.

Management Analysis Update

Firsthand Technology Leaders's executives / managers make better investing decisions, because their assets are invested along side their client's. Firsthand Technology Leaders's management team has a long history of working together. This helps ensure consistent future returns. The tlfqx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Firsthand Technology Leaders has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update