Firsthand Technology Opportunities Fund (TEFQX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TEFQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TEFQX
TEFQX charges 1.85% annually. There are 66 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | TEFQX vs VTCAX | |
| Vanguard Information Technology Index Fund Admiral... | 0.10% | 144.20B | Mar 2004 | TEFQX vs VITAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | TEFQX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | TEFQX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | TEFQX vs FIKHX |
Best Risk-Adjusted Alternatives to TEFQX
TEFQX has a PortfoliosLab risk / return rank of 14. There are 64 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 99 | — | Jul 1985 | TEFQX vs FDCPX | |
| ARK Venture Fund | 98 | — | Sep 2022 | TEFQX vs ARKVX | |
| Columbia Seligman Premium Technology Growth Closed... | 98 | — | Nov 2009 | TEFQX vs STK | |
| Fidelity Advisor Semiconductors Fund Class Z | 97 | — | Oct 2018 | TEFQX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 97 | — | Dec 2000 | TEFQX vs FELIX |
Top Performing TEFQX Alternatives (YTD)
TEFQX is at 22.36% YTD. There are 55 mutual funds in the Technology Equities category with higher YTD returns, going as high as 87.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Electronics Fund | 87.82% | — | Mar 1998 | TEFQX vs RYSIX | |
| Fidelity Select Semiconductors Portfolio | 85.56% | — | Jul 1985 | TEFQX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 85.07% | — | Oct 2018 | TEFQX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 84.99% | — | Dec 2000 | TEFQX vs FELIX | |
| Fidelity Advisor Semiconductors Fund Class A | 84.79% | — | Dec 2000 | TEFQX vs FELAX |
Lowest Volatility Alternatives to TEFQX
TEFQX has 33.32% 1-year volatility. There are 68 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.00% | — | Nov 1993 | TEFQX vs GTTIX | |
| Towpath Technology Fund | 14.63% | — | Feb 2021 | TEFQX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 15.38% | 6.30B | Mar 2005 | TEFQX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 16.51% | — | Oct 1997 | TEFQX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 17.86% | — | Oct 2019 | TEFQX vs AIO |
Lowest Drawdown Alternatives to TEFQX
TEFQX has a 1-year max drawdown of -29.26%. There are 66 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | TEFQX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | TEFQX vs GTTIX | |
| Fidelity Select Tech Hardware Portfolio | -9.68% | — | Jul 1985 | TEFQX vs FDCPX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | TEFQX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | TEFQX vs BOGSX |
Other Mutual Funds from Firsthand Funds
The 1 most viewed Firsthand Funds mutual funds shown here include ALTEX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Firsthand Alternative Energy Fund | Technology Equities | 56 | 66.80% | — | Oct 2007 | TEFQX vs ALTEX |
Often Compared With TEFQX
Investors most often compare TEFQX with CCOYX, ICTEX, FELTX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund ... | Technology Equities | 97 | 58.87% | — | Jun 1983 | TEFQX vs CCOYX | |
| ICON Health and Information Technology Fund | Technology Equities | 86 | 32.34% | — | Feb 1997 | TEFQX vs ICTEX | |
| Fidelity Advisor Semiconductors Fund Class M | Technology Equities | 97 | 84.58% | — | Dec 2000 | TEFQX vs FELTX | |
| Columbia Seligman Technology and Information Fund ... | Technology Equities | 97 | 58.84% | — | Nov 2001 | TEFQX vs SCMIX | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 96 | 96.72% | 2.41B | Jun 2021 | TEFQX vs SOXQ |
Compare TEFQX with Any Fund or Stock
Compare TEFQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TEFQX with funds that move differently
Firsthand Technology Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TEFQX.
Explore TEFQX Diversifiers