Berkshire Focus Fund (BFOCX)
| Fund Assets | 292.40M |
| Expense Ratio | 1.96% |
| Min. Investment | $5,000 |
| Turnover | 2,481.80% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 38.80 |
| YTD Return | -0.41% |
| 1-Year Return | 10.75% |
| 5-Year Return | -22.58% |
| 52-Week Low | 20.80 |
| 52-Week High | 42.56 |
| Beta (5Y) | 1.62 |
| Holdings | 111 |
| Inception Date | Jul 1, 1997 |
About BFOCX
The Berkshire Focus Fund is an actively managed mutual fund specializing in long-term capital growth through concentrated investments in common stocks, predominantly within the technology sector. Since its inception in 1997, the fund has been managed by Malcolm Fobes, focusing on high-growth companies in fields such as semiconductors, software, networking, and related technology industries. While the fund can invest in companies of any size and includes both domestic and international holdings, its portfolio maintains a substantial allocation—often more than 25%—to the electronic technology industry, making it a non-diversified sector fund. The Berkshire Focus Fund is characterized by a high portfolio turnover and a significant concentration in its top holdings, with the largest positions representing a notable portion of total assets. Its approach allows for flexibility in geographic exposure and company size, but it does not emphasize environmental, social, or governance (ESG) criteria in its investment selection. The fund's purpose is to capture long-term growth by identifying companies with strong potential for expansion, playing a key role for investors seeking focused exposure to the technology sector within the broader financial market.
Performance
BFOCX had a total return of 10.75% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.62%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
74.20% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 23.91% |
| Tesla, Inc. | TSLA | 7.08% |
| CoreWeave, Inc. (Class A) | n/a | 6.38% |
| Robinhood Markets, Inc. | HOOD | 6.34% |
| AppLovin Corporation | APP | 6.04% |
| Taiwan Semiconductor Manufacturing Company Limited | TSM | 4.97% |
| Palantir Technologies Inc. | PLTR | 4.92% |
| DoorDash, Inc. | DASH | 4.90% |
| Alibaba Group Holding Limited | BABA | 4.90% |
| Cloudflare, Inc. | NET | 4.76% |