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Berkshire Focus (BFOCX)

15.75 Up 0.06(0.38%) May 20

Prev Close:15.75
YTD Return*:2.99%
Net Assets*:50.52M
Yield*:N/A

* As of 28-Feb-13

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

Top Holdings

Symbol% AssetsYTD Return %
AAPL24.46-18.61
FB15.294.36
CRM8.638.27
AMZN4.995.93
N4.987.98
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:50.52M
Category:Technology
Annual Report Expense Ratio (net):2.00%
Fund Profile | Holdings

Performance & Risk

YTD Return:2.99%
5y Avg Return:13.24%
Rank in Category (ytd):74
% Rank in Category (ytd):36.45%
Beta (3y):0.90
Morningstar Risk Rating:5
Performance Details | Risk Details

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
Fund Profile
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