Nasdaq - Delayed Quote USD

Berkshire Focus Fund (BFOCX)

29.89
+0.04
+(0.13%)
As of 8:09:12 AM EDT. Market Open.
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  • Previous Close 29.85
  • YTD Return -14.32%
  • Expense Ratio 1.96%
  • Category Technology
  • Last Cap Gain -89.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 220.03M
  • Beta (5Y Monthly) 1.53
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 2,481.80%
  • Last Dividend --
  • Inception Date Jul 1, 1997

The fund invests primarily in common stocks that are selected for their long-term growth potential. It may invest in companies of any size. The fund concentrates its investments in the electronic technology industry, which means more than 25%, and as much as 100%, of the fund's total assets can be invested in that particular industry. It may invest without limitation in foreign securities and certain types of exchange traded funds. The fund is non-diversified.

Berkshire

Fund Family

Technology

Fund Category

220.03M

Net Assets

1997-07-01

Inception Date

Performance Overview: BFOCX

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Trailing returns as of 5/16/2025. Category is Technology.

YTD Return

BFOCX
14.32%
Category
12.31%
 

1-Year Return

BFOCX
20.62%
Category
53.90%
 

3-Year Return

BFOCX
7.12%
Category
27.50%
 

5-Year Return

BFOCX
5.40%
Category
28.80%
 

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Holdings: BFOCX

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Sector Weightings

SectorBFOCX
Technology   67.80%
Industrials   3.01%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: BFOCX

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Research Reports: BFOCX

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