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 Dow Up 0.55% Nasdaq Up 0.29%
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Berkshire Focus (BFOCX)

16.38 Up 0.36(2.25%) Apr 15
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Prev Close:16.02
YTD Return*:-0.34%
Net Assets*:88.13M
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for BFOCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL14.72-2.91
GOOG9.291.27
PCLN9.157.65
AMZN8.84-13.99
FB6.6714.59

Fund Basics

Morningstar Overall Rating:
Total Assets:88.13M
Category:Technology
Annual Report Expense Ratio (net):2.00%

Performance & Risk

YTD Return:-0.34%
5y Avg Return:30.37%
Rank in Category (ytd):83
% Rank in Category (ytd):40.49%
Beta (3y):0.92
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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