Berkshire Focus Fund (BFOCX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
25.30
+1.18 (4.89%)
Apr 25, 2025, 8:09 AM EDT
18.50% (1Y)
| Fund Assets | 209.25M |
| Expense Ratio | 1.97% |
| Min. Investment | $5,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 24.12 |
| YTD Return | -16.34% |
| 1-Year Return | 18.50% |
| 5-Year Return | 27.75% |
| 52-Week Low | 20.44 |
| 52-Week High | 34.99 |
| Beta (5Y) | 1.52 |
| Holdings | 96 |
| Inception Date | Jun 30, 1997 |
About BFOCX
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.
Category Technology
Stock Exchange NASDAQ
Ticker Symbol BFOCX
Index S&P 500 TR
Performance
BFOCX had a total return of 18.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.39%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
62.78% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 14.11% |
| Tesla, Inc. | TSLA | 6.91% |
| Amazon.com, Inc. | AMZN | 6.34% |
| Taiwan Semiconductor Manufacturing Company Limited | TSM | 6.03% |
| Broadcom Inc. | AVGO | 6.02% |
| Astera Labs, Inc. | ALAB | 5.82% |
| Meta Platforms, Inc. | META | 4.77% |
| Robinhood Markets, Inc. | HOOD | 4.70% |
| AppLovin Corporation | APP | 4.17% |
| Affirm Holdings, Inc. | AFRM | 3.91% |