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Berkshire Focus BFOCX

Quantitative rating as of | See Berkshire Investment Hub
  • NAV / 1-Day Return 16.86  /  8.01 %
  • Total Assets 228.3 Mil
  • Adj. Expense Ratio
    1.890%
  • 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.

Summary

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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.

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