- What does BFOCX invest in?
- The Berkshire Focus Fund aims for long-term capital appreciation primarily by investing in common stocks. Its portfolio managers have the flexibility to select companies across the entire market capitalization spectrum, regardless of their size. A defining characteristic of this fund is its substantial concentration in the electronic technology sector; it can allocate a significant portion of its assets – ranging from over 25% to as much as 100% – to this specific industry. Furthermore, the fund is permitted to invest in foreign securities without geographical limitation and may also utilize certain types of exchange-traded funds (ETFs). Consequently, due to its highly focused investment approach, the Berkshire Focus Fund is classified as non-diversified.
- What is the expense ratio of BFOCX?
- Berkshire Focus Fund (BFOCX) charges an expense ratio of 1.95%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BFOCX?
- Berkshire Focus Fund (BFOCX) manages $439.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BFOCX actively managed or an index fund?
- BFOCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BFOCX launched?
- Berkshire Focus Fund (BFOCX) launched in June 1997 and is managed by the fund issuer.
- How has BFOCX performed?
- BFOCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
