Dow Down 0.02% Nasdaq Up 0.07%

Berkshire Focus (BFOCX)

18.08 Up 0.18(1.01%) Nov 24
Prev Close:18.08
YTD Return*:1.57%
Net Assets*:69.34M
Yield*:N/A

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for BFOCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FB9.0435.19
TWTR6.87-36.83
BABA6.4517.95
DATA6.0484.37
PANW5.9815.00

Fund Basics

Morningstar Overall Rating:
Total Assets:69.34M
Category:Technology
Annual Report Expense Ratio (net):2.00%

Performance & Risk

YTD Return:1.57%
5y Avg Return:21.89%
Rank in Category (ytd):95
% Rank in Category (ytd):46.8%
Beta (3y):1.09
Morningstar Risk Rating:5

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. View More
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