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

Berkshire Focus Fund

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BFOCX:US

18.64 USD 0.55 2.87%

As of 09:29:30 ET on 04/17/2015.

Snapshot for Berkshire Focus Fund (BFOCX)

Year To Date: +6.03% 3-Month: +9.45% 3-Year: +11.92% 52-Week Range: 14.81 - 19.19
1-Month: -0.16% 1-Year: +11.67% 5-Year: +17.37% Beta vs SPX: 1.19

Mutual Fund Chart for BFOCX

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  • BFOCX:US 18.64
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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 2015-04-17) 18.64
Assets (M) (on 2015-04-17) 61.16
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 2014-12-30) 0.01
Dividend Yield (ttm) 0.04

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 1.99

Top Fund Holdings for BFOCX

Filing Date: 09/30/2014
Name Position Value % of Total
Facebook Inc 78,965 6,241,394 9.041%
Twitter Inc 91,975 4,744,071 6.872%
Alibaba Group Holding Ltd 50,140 4,454,939 6.453%
Tableau Software Inc 57,395 4,169,747 6.040%
Palo Alto Networks Inc 42,075 4,127,558 5.979%
Workday Inc 49,470 4,081,275 5.912%
Under Armour Inc 51,105 3,531,356 5.115%
ServiceNow Inc 58,090 3,414,530 4.946%
salesforce.com inc 58,955 3,391,681 4.913%
Netflix Inc 7,475 3,372,571 4.885%

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

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