• FirefoxInstall the new Firefox »
  •  Dow Up0.86% Nasdaq Up0.90%

    Berkshire Focus (BFOCX)

    18.76 Up 0.16(0.86%) Mar 2

    Profile as of Jan 30, 2015Get Profile for:
    Berkshire Focus
    Berkshire Funds475 Milan Drive Suite 103San Jose, CA 95134
    Map
    Phone: 877-526-0707
    Fund Overview 
    Category:Technology
    Fund Family:Berkshire
    Net Assets:60.00M
    Year-to-Date Return:-2.16%
    Yield:0.00%
    Morningstar Rating:3 stars
    Fund Inception Date:Jul 1, 1997
    Morningstar Style Box 
    Technology
    [View Category Definition]
    View Top Technology Funds
    About the Morningstar Style Box
    Management Information 
    Malcolm R. Fobes III
    Lead Manager since Jul 1, 1997
    Fobes is the chairman of the board and chief executive officer of Berkshire Capital Holdings. Prior to forming the firm in 1993, he was with Adobe Systems.
    Investment Information 
    Min Initial Investment:5,000
    Min Initial Investment, IRA:2,500
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:500
    Min Subsequent Investment, IRA:500
    Min Subsequent Investment, AIP:500
    BFOCX can be purchased from 72 brokerages.

    Fund Summary 
    The investment seeks long-term growth of capital. 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.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 29, 2014) : 0.00
    Annual Holdings Turnover (Feb 26, 2015) : 464.10%
    Average for Category:77.94%
    Fees & Expenses 
    ExpenseBFOCXCategory Avg
    Annual Report Expense Ratio (net):2.00%1.55%
    Prospectus Net Expense Ratio:2.04%N/A
    Prospectus Gross Expense Ratio:2.04%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.32%
    Max Deferred Sales Load: N/A2.42%
    3 Yr Expense Projection*:640668
    5 Yr Expense Projection*:1,0981,051
    10 Yr Expense Projection*:2,3692,075
    * Per $10,000 invested