Dow Down 0.45% Nasdaq Up 0.00%

Berkshire Focus (BFOCX)

18.07 Up 0.31(1.75%) Aug 29
Prev Close:18.07
YTD Return*:-2.19%
Net Assets*:75.74M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for BFOCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FB7.5432.41
WDAY7.25-0.61
GTAT6.8060.07
BIIB5.7217.98
CRM5.54-3.10

Fund Basics

Morningstar Overall Rating:
Total Assets:75.74M
Category:Technology
Annual Report Expense Ratio (net):2.00%

Performance & Risk

YTD Return:-2.19%
5y Avg Return:21.65%
Rank in Category (ytd):97
% Rank in Category (ytd):47.78%
Beta (3y):0.98
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback