Nasdaq - Delayed Quote USD

Berkshire Focus (BFOCX)

21.35 0.00 (0.00%)
At close: 8:01 PM EDT
Loading Chart for BFOCX
DELL
  • Previous Close 21.35
  • YTD Return 22.89%
  • Expense Ratio 1.94%
  • Category Technology
  • Last Cap Gain -150.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 250.54M
  • Beta (5Y Monthly) 1.55
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 1,613.90%
  • Last Dividend --
  • Inception Date Jul 1, 1997

The fund invests primarily in common stocks that are selected for their long-term growth potential. It may invest in companies of any size. The fund concentrates its investments in the electronic technology industry, which means more than 25%, and as much as 100%, of the fund's total assets can be invested in that particular industry. It may invest without limitation in foreign securities and certain types of exchange traded funds. The fund is non-diversified.

Berkshire

Fund Family

Technology

Fund Category

250.54M

Net Assets

1997-07-01

Inception Date

Performance Overview: BFOCX

Trailing returns as of 4/24/2024. Category is Technology.

YTD Return

BFOCX
22.89%
Category
12.31%
 

1-Year Return

BFOCX
50.84%
Category
53.90%
 

3-Year Return

BFOCX
11.88%
Category
27.50%
 

5-Year Return

BFOCX
5.82%
Category
28.80%
 

People Also Watch

Holdings: BFOCX

Top 10 Holdings (59.47% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 10.05%
TSLA
Tesla, Inc. 8.00%
NET
Cloudflare, Inc. 6.04%
SQ
Block, Inc. 5.95%
AMZN
Amazon.com, Inc. 5.05%
AFRM
Affirm Holdings, Inc. 5.01%
SNOW
Snowflake Inc. 5.00%
SHOP
Shopify Inc. 5.00%
HUBS
HubSpot, Inc. 4.93%
MSTR
MicroStrategy Incorporated 4.44%

Sector Weightings

SectorBFOCX
Technology   63.24%
Real Estate   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Related Mutual Fund News

Top Mutual Funds