Berkshire Focus Fund (BFOCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. 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.


1 month+0.84% 3 years+21.03%
3 months-0.50% 5 years+19.32%
1 year+3.51% Since inception+4.73%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+19.32%+14.33%
Expense ratio2.04%1.60%
Risk 5 year sharpe ratio0.980.91
Net assets$67.8M$798.3M
Average market cap$22.2B$39.6B
Average P/E--22.9
Portfolio turnover464%464%

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Fund Management and Purchase Info

Fund familyBerkshire
Fund manager & tenureMalcolm Fobes III / 17 Years
Minimal initial investment$5,000.00
Minimum IRA investment$2,500.00


U.S. stock90.81%
International stock9.12%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Hardware 31.13%
Consumer service 26.42%
Telecommunication 15.87%
Business service 6.19%
Healthcare 0.43%
Top 10 Holdings
Portfolio weighting
FB Facebook Inc Class A9.04%
TWTR Twitter Inc6.87%
-- Alibaba Group Holding Ltd ADR6.45%
DATA Tableau Software Inc Class A6.04%
PANW Palo Alto Networks Inc5.98%
WDAY Workday Inc Class A5.91%
UA Under Armour Inc Class A5.12%
NOW ServiceNow Inc4.95%
CRM Inc4.91%
NFLX Netflix Inc4.89%

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