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 Dow Down 1.88% Nasdaq Down 2.09%

Berkshire Focus (BFOCX)

17.44 Down 0.58(3.22%) Jul 31
Prev Close:18.02
YTD Return*:3.48%
Net Assets*:82.31M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for BFOCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FB7.5424.54
WDAY7.259.34
GTAT6.80121.00
BIIB5.7216.16
CRM5.547.27

Fund Basics

Morningstar Overall Rating:
Total Assets:82.31M
Category:Technology
Annual Report Expense Ratio (net):2.00%

Performance & Risk

YTD Return:3.48%
5y Avg Return:25.36%
Rank in Category (ytd):80
% Rank in Category (ytd):39.41%
Beta (3y):0.95
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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