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+2.66% 3 years+18.03%
3 months+8.26% 5 years+19.28%
1 year+18.20% Since inception+5.13%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+19.28%+16.25%
Expense ratio1.99%1.56%
Risk 5 year sharpe ratio1.031.02
Net assets$65.7M$843.1M
Average market cap$28.6B$40.8B
Average P/E54.922.3
Portfolio turnover534%534%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyBerkshire
Fund manager & tenureMalcolm Fobes III / 18 Years
Minimal initial investment$5,000.00
Minimum IRA investment$2,500.00


U.S. stock94.97%
International stock4.99%
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 Facebook9.01%
NOW ServiceNow Inc6.96%
REGN Regeneron Pharmaceuticals6.96%
TWTR Twitter6.95%
UA Under Armour6.56%
DATA Tableau Software Inc6.14%
MDVN Medivation Inc5.55%
-- 4.98%
WDAY Workday Inc4.96%
PANW Palo Alto Networks Inc4.91%

To view my watchlist

Not a member yet?

Sign up now for a free account