Bloomberg the Company & Products

Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us

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

Berkshire Focus Fund

+ Add to Watchlist

BFOCX:US

18.41 USD 0.23 1.23%

As of 09:29:30 ET on 03/04/2015.

Snapshot for Berkshire Focus Fund (BFOCX)

Year To Date: +4.72% 3-Month: +4.23% 3-Year: +13.67% 52-Week Range: 14.81 - 20.71
1-Month: +5.80% 1-Year: -11.24% 5-Year: +19.63% Beta vs SPX: 1.21

Mutual Fund Chart for BFOCX

No chart data available.
  • BFOCX:US 18.41
  • 1M
  • 1Y
Interactive BFOCX Chart

Previous Close

No chart data available.
Interactive Chart
  • 1W
  • 1M
  • YTD
  • 1Y
  • 3Y
  • 5Y
Close:
Open:
High:
Low:
Volume:
Recently Viewed Symbols
Save as Watchlist
Saving as watchlist...

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 2015-03-04) 18.41
Assets (M) (on 2015-03-04) 61.77
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 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.

Sponsored Link
Advertisement
Advertisement
Sponsored Links
Advertisements
sec ||= nil