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Morningstar

Berkshire Focus BFOCX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

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.

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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