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Berkshire Focus (BFOCX)

42.03 +1.21 (+2.96%)
As of 8:10:09 AM EDT. Market Open.
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  • Previous Close 40.82
  • YTD Return 21.72%
  • Expense Ratio 1.95%
  • Category Technology
  • Last Cap Gain -36.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 331.83M
  • Beta (5Y Monthly) 2.25
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 2,603.80%
  • Last Dividend --
  • Inception Date Jul 1, 1997

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.

Berkshire

Fund Family

Technology

Fund Category

331.83M

Net Assets

1997-07-01

Inception Date

Performance Overview

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Trailing returns as of 10/26/2026. Category is Technology.

YTD Return

BFOCX
21.72%
Category
12.31%

1-Year Return

BFOCX
16.08%
Category
53.90%

3-Year Return

BFOCX
42.84%
Category
27.50%

5-Year Return

BFOCX
6.10%
Category
28.80%

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