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Berkshire Focus Fund

BFOCX:US
NASDAQ GM
20.09
USD
0.27
1.36%
As of 9:29 AM EST 2/21/2017
Fund Type
Open-End Fund
52Wk Range
15.40 - 20.09
1 Yr Return
28.46%
YTD Return
10.93%
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Previous Close
19.82
52Wk Range
15.40 - 20.09
1 Yr Return
31.23%
YTD Return
10.93%
Fund Type
Open-End Fund
Objective
Technology Sector
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/21/2017)
20.09
Total Assets (m USD) (on 02/21/2017)
56.827
Inception Date
07/01/1997
Last Dividend (on 12/29/2016)
0.02465
Dividend Indicated Gross Yield
-
Fund Managers
MALCOLM R FOBES III
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.50%
Expense Ratio
1.99%

Top Fund Holdings

Name Position Value % of Fund
8.72 k 7.30 m 12.75
52.44 k 5.55 m 9.69
35.53 k 4.56 m 7.96
4.61 k 3.71 m 6.47
20.67 k 3.57 m 6.23
49.28 k 2.84 m 4.96
24.77 k 2.80 m 4.89
39.38 k 2.75 m 4.79
97.51 k 2.72 m 4.75
39.49 k 2.71 m 4.72
Profile
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.
Address
The Berkshire Funds
475 Milan Drive
Suite 103
San Jose, CA 95134-2453
Phone
1-408-526-0707