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Berkshire Focus Fund (BFOCX)

23.76
Net Asset Value
+1.89%
1 Day
+31.20%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
No Load
Sales Expenses
2.02%
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+0.51% 3 years+13.43%
3 months+7.51% 5 years+14.35%
1 year+33.14% Since inception+5.87%
Data through --

Peer Comparisonvs. Technology

 BFOCXCategory
Performance 5-yr return+14.35%+16.87%
Expense ratio2.02%1.44%
Risk 5 year sharpe ratio0.861.26
Net assets$65.5M$1.1B
Average market cap$97.2B$66.6B
Average P/E34.528.4
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

Holdings

U.S. stock83.51%
International stock16.41%
Fixed income0.07%
Cash0.00%
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
AAPL Apple10.48%
AMZN Amazon9.29%
BABA Alibaba Group Holding Ltd8.35%
AVGO Broadcom Ltd8.07%
FB Facebook7.10%
PCLN Priceline6.50%
ANET Arista Networks Inc4.97%
TSLA Tesla4.96%
ADBE Adobe4.95%
NFLX Netflix4.92%