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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+4.73% 3 years+18.13%
3 months+7.43% 5 years+16.89%
1 year+39.74% Since inception+5.99%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+16.89%+17.88%
Expense ratio2.02%1.42%
Risk 5 year sharpe ratio0.811.24
Net assets$66.9M$1.2B
Average market cap$124.2B$65.3B
Average P/E37.628.6
Portfolio turnover443%443%

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Fund Management and Purchase Info

Fund familyBerkshire
Fund manager & tenureMalcolm Fobes / 20 Years
Minimal initial investment$5,000.00
Minimum IRA investment$2,500.00


U.S. stock79.46%
International stock19.91%
Fixed income0.63%
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
BABA Alibaba Group Holding Ltd12.91%
AMZN Amazon9.97%
FB Facebook7.01%
AVGO Broadcom Ltd6.88%
TSLA Tesla5.98%
CRM Salesforce.com4.97%
ANET Arista Networks Inc4.96%
NOW ServiceNow Inc4.96%
ADBE Adobe4.94%