- Fund Type: Open-End Fund
- Objective: Sector Fund-Technology
- Asset Class: Equity
- Geographic Focus: U.S.
Berkshire Focus Fund
+ Add to WatchlistBFOCX:US
15.69 USD 0.11 0.71%As of 09:29:30 ET on 05/17/2013.
Snapshot for Berkshire Focus Fund (BFOCX)
| Year To Date: | +11.67% | 3-Month: | +6.23% | 3-Year: | +19.15% | 52-Week Range: | 12.93 - 15.90 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +11.75% | 1-Year: | +14.44% | 5-Year: | +9.88% | Beta vs SPX: | 1.15 |
Fund Profile & Information for BFOCX
Berkshire Focus Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests primarily in the common stocks of large companies, normally a core position of 20-30 common stocks selected for their long-term growth potential. The Fund concentrates its investments in the technology industry.
| Inception Date: | 07-01-1997 | Telephone: | 1-408-526-0707 |
|---|---|---|---|
| Managers: | MALCOLM R FOBES III | ||
| Web Site: | www.berkshirefunds.com | ||
Fundamentals for BFOCX
| NAV | (on 2013-05-17) 15.69 |
|---|---|
| Assets (M) | (on 2013-05-17) 49.02 |
| Fund Leveraged | N |
| Minimum Investment | 5,000.00 |
| Minimum Subsequent Investment | 500.00 |
Dividends for BFOCX
| Dividend Type | Omitted |
|---|---|
| Dividend Frequency | Annual |
| Last Dividend Net | - |
| Dividend Yield (ttm) | - |
Fees & Expenses for BFOCX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 1.50 |
| Redemption Fee | 2.00 |
| 12b1 Fee | 0.00 |
| Expense Ratio | 2.00 |
Top Fund Holdings for BFOCX
Filing Date: 03/31/2013| Name | Position | Value | % of Total |
|---|---|---|---|
| Apple Inc | 16,265 | 7,199,865 | 14.480% |
| Google Inc | 8,645 | 6,865,755 | 13.809% |
| Salesforce.com Inc | 92,600 | 4,139,915 | 8.326% |
| LinkedIn Corp | 19,800 | 3,485,988 | 7.011% |
| Cabela's Inc | 45,950 | 2,792,841 | 5.617% |
| Amazon.com Inc | 9,250 | 2,465,033 | 4.958% |
| NetSuite Inc | 30,685 | 2,456,641 | 4.941% |
| priceline.com Inc | 3,415 | 2,350,073 | 4.726% |
| CommVault Systems Inc | 27,175 | 2,228,350 | 4.482% |
| Workday Inc | 29,335 | 1,807,916 | 3.636% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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