Berkshire Focus Fund (BFOCX)

18.02
Net Asset Value
+2.62%
1 Day
+1.07%
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-4.20% 3 years+13.98%
3 months+11.99% 5 years+21.92%
1 year+20.14% Since inception+4.92%
Data through --

Peer Comparisonvs. Technology

 BFOCXCategory
Performance 5-yr return+21.92%+17.99%
Expense ratio2.04%1.62%
Risk 5 year sharpe ratio1.161.02
Net assets$82.3M$763.9M
Average market cap$16.4B$34.4B
Average P/E40.623.1
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. stock100.24%
International stock0.00%
Fixed income0.00%
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
FB Facebook Inc Class A7.54%
WDAY Workday Inc Class A7.25%
GTAT GT Advanced Technologies Inc6.80%
BIIB Biogen Idec Inc5.72%
CRM Salesforce.com Inc5.54%
-- Chipotle Mexican Grill Inc5.50%
YELP Yelp Inc Class A5.31%
UA Under Armour Inc Class A5.05%
ALXN Alexion Pharmaceuticals Inc4.95%
PCLN Priceline Group Inc4.72%

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