Berkshire Focus Fund (BFOCX)

18.88
Net Asset Value
+0.75%
1 Day
+7.39%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
2.04%
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+5.71% 3 years+15.56%
3 months+3.38% 5 years+20.83%
1 year-7.91% Since inception+4.33%
Data through --

Peer Comparisonvs. Technology

 BFOCXCategory
Performance 5-yr return+20.83%+13.59%
Expense ratio2.04%1.58%
Risk 5 year sharpe ratio1.000.90
Net assets$60.0M$788.9M
Average market cap$22.2B$38.2B
Average P/E--21.3
Portfolio turnover464%464%

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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. stock90.81%
International stock9.12%
Cash0.07%
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 Facebook9.04%
TWTR Twitter6.87%
-- 6.45%
DATA Tableau Software Inc6.04%
PANW Palo Alto Networks Inc5.98%
WDAY Workday Inc5.91%
UA Under Armour5.12%
NOW ServiceNow Inc4.95%
CRM Salesforce.com4.91%
NFLX Netflix4.89%

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