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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-1.25% 3 years+11.83%
3 months-3.96% 5 years+14.56%
1 year+7.66% Since inception+4.54%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+14.56%+11.18%
Expense ratio1.99%1.50%
Risk 5 year sharpe ratio0.740.77
Net assets$63.0M$792.1M
Average market cap$25.3B$38.6B
Average P/E--20.9
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


U.S. stock94.99%
International stock4.45%
Fixed income0.56%
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 Facebook9.74%
PANW Palo Alto Networks Inc8.02%
REGN Regeneron Pharmaceuticals6.81%
TSLA Tesla6.46%
CRM Salesforce.com6.38%
FEYE FireEye Inc6.17%
SPLK Splunk Inc5.97%
AMZN Amazon4.93%
NFLX Netflix4.89%
UA Under Armour4.89%

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