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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+4.10% 3 years+14.39%
3 months+7.99% 5 years+12.11%
1 year+26.76% Since inception+5.30%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+12.11%+13.34%
Expense ratio1.99%1.42%
Risk 5 year sharpe ratio0.660.93
Net assets$57.6M$971.2M
Average market cap$74.3B$58.7B
Average P/E29.228.0
Portfolio turnover443%443%

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Fund Management and Purchase Info

Fund familyBerkshire
Fund manager & tenureMalcolm Fobes / 19 Years
Minimal initial investment$5,000.00
Minimum IRA investment$2,500.00


U.S. stock85.98%
International stock13.79%
Fixed income0.23%
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
AMZN Amazon8.98%
-- 6.84%
FB Facebook6.80%
GOOGL Google6.55%
AVGO Broadcom Ltd6.49%
MSFT Microsoft6.32%
AAPL Apple4.95%
XLNX Xilinx Inc4.93%
AMD Advanced Micro Devices Inc4.92%