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.
Berkshire Focus BFOCX
- NAV / 1-Day Return 22.63 / +1.85 %
- Total Assets 219.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.970%
- 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 60.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Asset Offset | 13.93 | 34.8 Mil | — |
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