Dow Down 0.36% Nasdaq Down 0.53%

Berkshire Focus (BFOCX)

18.52 Down 0.17(0.91%) Sep 12
Prev Close:18.69
YTD Return*:1.35%
Net Assets*:74.34M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for BFOCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
WDAY6.968.16
FB6.9140.31
GTAT6.39106.77
PANW5.4356.15
RH4.8323.24

Fund Basics

Morningstar Overall Rating:
Total Assets:74.34M
Category:Technology
Annual Report Expense Ratio (net):2.00%

Performance & Risk

YTD Return:1.35%
5y Avg Return:22.26%
Rank in Category (ytd):97
% Rank in Category (ytd):47.78%
Beta (3y):1.01
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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