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    Berkshire Focus (BFOCX)

    18.66 Down 0.18(0.96%) Sep 4
    Prev Close:18.84
    YTD Return*:9.27%
    Net Assets*:65.91M
    Yield*:N/A

    * As of 31-Aug-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    FB9.01N/A
    REGN6.96N/A
    NOW6.96N/A
    TWTR6.95N/A
    UA6.56N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:65.91M
    Category:Technology
    Annual Report Expense Ratio (net):1.98%

    Performance & Risk

    YTD Return:9.27%
    5y Avg Return:18.08%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.47%
    Beta (3y):1.05
    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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