Berkshire Focus Fund (BFOCX)

Fund Assets	337.27M
Expense Ratio	1.95%
Min. Investment	$5,000
Turnover	2,603.80%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	46.32
YTD Return	20.07%
1-Year Return	24.69%
5-Year Return	30.19%
52-Week Low	35.23
52-Week High	65.99
Beta (5Y)	1.78
Holdings	114
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.

• Fund Family: Berkshire
• Category: Technology
• Performance Rating: Average
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: BFOCX
• Index: S&P 500 TR

Performance

BFOCX had a total return of 24.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.31%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FDCAX	Fidelity	Fidelity Capital Appreciation Fund	0.66%

Top 10 Holdings

62.20% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	9.97%
Taiwan Semiconductor Manufacturing Company Limited	TSM	9.02%
Lumentum Holdings Inc.	LITE	8.10%
Coherent Corp.	COHR	6.56%
GE Vernova Inc.	GEV	5.99%
Vertiv Holdings Co	VRT	4.90%
Palantir Technologies Inc.	PLTR	4.84%
Arm Holdings plc	ARM	4.39%
Fastly, Inc.	FSLY	4.23%
Corning Incorporated	GLW	4.20%

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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