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Morningstar

Berkshire Focus BFOCX

Morningstar Medalist Rating
Medalist Rating as of | See Berkshire Investment Hub
  • NAV / 1-Day Return 21.35  /  −1.34 %
  • Total Assets 221.9 Mil
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 1.940%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield —
  • Turnover 1,614%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BFOCX

Will BFOCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BFOCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BFOCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BFOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Berkshire Focus to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BFOCX

More BFOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.05 22.1 Mil
Technology

Tesla Inc

8.00 17.6 Mil
Consumer Cyclical

Asset Offset

6.13 13.5 Mil
—

Cloudflare Inc

6.04 13.3 Mil
Technology

Block Inc Class A

5.95 13.1 Mil
Technology

Amazon.com Inc

5.05 11.1 Mil
Consumer Cyclical

Affirm Holdings Inc Ordinary Shares - Class A

5.01 11.0 Mil
Technology

Snowflake Inc Ordinary Shares - Class A

5.00 11.0 Mil
Technology

Shopify Inc Registered Shs -A- Subord Vtg

5.00 11.0 Mil
Technology

HubSpot Inc

4.93 10.9 Mil
Technology