Weakness in Berkshire Focus's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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.
- NAV / 1-Day Return 16.86 / 8.01 %
- Total Assets 228.3 Mil
Adj. Expense Ratio
- Expense Ratio 1.900%
- Distribution Fee Level High
- Share Class Type No Load
- Category Technology
- Investment Style Large Growth
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.00
- Turnover 1,425%
Morningstar’s Analysis BFOCX
Will BFOCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.