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Berkshire Focus Fund (BFOCX)

14.80
Net Asset Value
+1.16%
1 Day
-18.64%
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-12.71% 3 years+7.13%
3 months-20.49% 5 years+5.18%
1 year-10.74% Since inception+4.44%
Data through --

Peer Comparisonvs. Technology

 BFOCXCategory
Performance 5-yr return+5.18%+10.68%
Expense ratio1.99%1.48%
Risk 5 year sharpe ratio0.560.57
Net assets$62.6M$824.0M
Average market cap$32.7B$41.7B
Average P/E45.120.0
Portfolio turnover534%534%

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Fund Management and Purchase Info

Fund familyBerkshire
Fund manager & tenureMalcolm Fobes III / 18 Years
Minimal initial investment$5,000.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock99.63%
Fixed income0.37%
International stock0.00%
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
AMZN Amazon8.32%
FB Facebook7.82%
CRM Salesforce.com7.45%
UA Under Armour6.41%
-- 5.78%
TSLA Tesla5.74%
PANW Palo Alto Networks Inc4.94%
PAYC Paycom Software Inc4.94%
SBUX Starbucks4.94%
ULTA Ulta Salon Cosmetics and Fragrance Inc4.92%

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