Berkshire Focus
Berkshire Funds 475 Milan Drive Suite 103 San Jose, CA 95134
Map
Phone: 877-526-0707
| Category: | Technology | | Fund Family: | Berkshire | | Net Assets: | 14.27M | | Year-to-Date Return: | 61.15% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-97 |
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Malcolm R Fobes III
Lead Manager since
01-Jul-97 | | | 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. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $200 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund normally concentrates investments in a core group of 20-30 common stocks selected for their long-term growth potential. It invests primarily in growth companies whose revenues and earnings are likely to grow faster than the economy as a whole, offering above-average prospects for capital appreciation and little or no emphasis on dividend income. The fund may invest 25 % -100% of total assets in the electronic technology industry. It is nondiversified. |
| Last Dividend
(29-Dec-98):
| 0.02 | | Last Cap Gain
(29-Dec-99):
| 0.09 | | Annual Holdings Turnover
| 539.90% | | Average for Category:
| 174.48% |
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| Expense | BFOCX | Category
Avg | | Total Expense Ratio: | 2.01%
| 1.82% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 634 | $729 | | 5 Yr Expense Projection*: |
$ 1,088 | $1,140 | | 10 Yr Expense Projection*: |
$ 2,348 | $2,263 |
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0.16% Nasdaq 0.00%
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