Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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+2.01% 3 years+10.57%
3 months+5.96% 5 years+9.41%
1 year-8.59% Since inception+4.26%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+9.41%+8.88%
Expense ratio1.99%1.47%
Risk 5 year sharpe ratio0.490.54
Net assets$59.1M$809.8M
Average market cap$91.4B$41.1B
Average P/E36.922.1
Portfolio turnover456%456%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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


U.S. stock86.77%
International stock12.51%
Fixed income0.72%
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 Amazon12.00%
GOOGL Google8.35%
FB Facebook7.59%
MSFT Microsoft6.90%
CRM Salesforce.com6.90%
MCD McDonald's6.57%
TSLA Tesla4.97%
JD JD.com4.93%
SBUX Starbucks4.62%
BABA Alibaba Group Holding Ltd4.58%

Partner Offers