• Fund Type: Open-End Fund
  • Objective: Technology Sector
  • Asset Class: Equity
  • Geographic Focus: U.S.

Berkshire Focus Fund

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BFOCX:US

17.63 USD 0.14 0.79%

As of 09:29:30 ET on 07/25/2014.

Snapshot for Berkshire Focus Fund (BFOCX)

Year To Date: -1.12% 3-Month: +14.04% 3-Year: +13.28% 52-Week Range: 14.64 - 20.78
1-Month: -2.92% 1-Year: +21.21% 5-Year: +21.76% Beta vs SPX: 1.30

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  • BFOCX:US 17.63
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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 2014-07-25) 17.63
Assets (M) (on 2014-07-25) 76.98
Fund Leveraged N
Minimum Investment 5,000.00
Minimum Subsequent Investment 500.00

Dividends for BFOCX

Dividend Type Short Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2013-12-27) 2.27
Dividend Yield (ttm) 12.86

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 113,855 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 Group Inc/The 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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