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-2.97% 3 years+10.64%
3 months+1.37% 5 years+18.19%
1 year+3.84% Since inception+4.78%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+18.19%+13.59%
Expense ratio2.04%1.58%
Risk 5 year sharpe ratio1.010.94
Net assets$62.7M$817.2M
Average market cap$29.8B$41.5B
Average P/E--22.6
Portfolio turnover534%534%

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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. stock86.26%
International stock13.60%
Fixed income0.15%
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 Facebook9.89%
BABA Alibaba Group Holding Ltd9.54%
NOW ServiceNow Inc8.03%
YHOO Yahoo!7.11%
WDAY Workday Inc6.05%
PANW Palo Alto Networks Inc5.43%
DATA Tableau Software Inc4.95%
LNKD LinkedIn4.94%
UA Under Armour4.93%
N NetSuite Inc4.92%

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