Berkshire Focus Fund (BFOCX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
31.35
-0.30 (-0.95%)
Jun 13, 2025, 8:09 AM EDT
26.72% (1Y)
| Fund Assets | 252.74M |
| Expense Ratio | 1.96% |
| 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 | 31.65 |
| YTD Return | 3.67% |
| 1-Year Return | 26.72% |
| 5-Year Return | 38.17% |
| 52-Week Low | 20.44 |
| 52-Week High | 805.00 |
| Beta (5Y) | 1.55 |
| 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 26.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.18%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
67.87% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 13.98% |
| Robinhood Markets, Inc. | HOOD | 8.78% |
| Tesla, Inc. | TSLA | 7.95% |
| Carvana Co. | CVNA | 6.34% |
| Cloudflare, Inc. | NET | 6.03% |
| DoorDash, Inc. | DASH | 4.99% |
| Palantir Technologies Inc. | PLTR | 4.99% |
| Meta Platforms, Inc. | META | 4.98% |
| Aurora Innovation, Inc. | AUR | 4.92% |
| AppLovin Corporation | APP | 4.91% |