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

Berkshire Focus Fund

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BFOCX:US

18.08 USD 0.18 1.01%

As of 09:29:30 ET on 11/24/2014.

Snapshot for Berkshire Focus Fund (BFOCX)

Year To Date: +1.23% 3-Month: +1.12% 3-Year: +21.11% 52-Week Range: 14.82 - 20.78
1-Month: +1.69% 1-Year: +6.67% 5-Year: +19.69% Beta vs SPX: 1.21

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  • BFOCX:US 18.05
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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 2014-11-24) 18.08
Assets (M) (on 2014-11-24) 67.50
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) 12.54

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: 08/31/2014
Name Position Value % of Total
Facebook Inc 89,930 6,728,563 9.051%
salesforce.com inc 81,855 4,836,812 6.507%
Workday Inc 50,285 4,579,455 6.160%
Twitter Inc 91,165 4,535,459 6.101%
Tableau Software Inc 67,225 4,402,565 5.922%
LinkedIn Corp 18,710 4,223,783 5.682%
ServiceNow Inc 63,895 3,905,901 5.254%
Netflix Inc 7,945 3,794,850 5.105%
Palo Alto Networks Inc 44,030 3,742,110 5.034%
Tesla Motors Inc 13,705 3,696,239 4.972%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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