Berkshire Focus Fund (BFOCX)

20.02
Net Asset Value
+0.65%
1 Day
+13.88%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
1.99%
Expense Ratio
High
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.

Performance

1 month+2.47% 3 years+16.91%
3 months+5.35% 5 years+20.23%
1 year+22.08% Since inception+4.77%
Data through --

Peer Comparisonvs. Technology

 BFOCXCategory
Performance 5-yr return+20.23%+13.54%
Expense ratio1.99%1.56%
Risk 5 year sharpe ratio0.890.82
Net assets$61.2M$822.6M
Average market cap$28.6B$42.4B
Average P/E54.922.1
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

Holdings

U.S. stock94.97%
International stock4.99%
Cash0.04%
Fixed income0.00%
Other0.00%
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%

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