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Nasdaq - Delayed Quote USD

Berkshire Focus Fund (BFOCX)

25.29
+0.63
+(2.55%)
At close: 8:03:45 PM EDT
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  • Previous Close 24.66
  • YTD Return -4.93%
  • Expense Ratio 1.97%
  • Category Technology
  • Last Cap Gain -89.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 254.36M
  • Beta (5Y Monthly) 1.59
  • 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

254.36M

Net Assets

1997-07-01

Inception Date

More about Berkshire Focus Fund

Performance Overview: BFOCX

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Trailing returns as of 3/31/2025. Category is Technology.

YTD Return

BFOCX
4.93%
Category
12.31%
 

1-Year Return

BFOCX
29.91%
Category
53.90%
 

3-Year Return

BFOCX
1.15%
Category
27.50%
 

5-Year Return

BFOCX
7.14%
Category
28.80%
 

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Holdings: BFOCX

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Sector Weightings

SectorBFOCX
Technology   67.80%
Consumer Cyclical   13.26%
Financial Services   8.15%
Communication Services   7.78%
Industrials   3.01%
Real Estate   0.00%
Basic Materials   0.00%
Consumer Defensive   0.00%
Utilities   0.00%
Energy   0.00%
Healthcare   0.00%
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Recent News: BFOCX

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Research Reports: BFOCX

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