Morningstar

Berkshire Focus Fund BFOCX

Morningstar Medalist Rating
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Medalist Rating as of See Berkshire Investment Hub
  • NAV / 1-Day Return $39.14  /  −6.61 %
  • Fund Size $271.4M
  • Adjusted Expense Ratio 1.950%
  • Net Expense Ratio 1.950%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Technology
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 2,604%
NAV and 1-Day Return as of

Morningstar’s Analysis BFOCX

Will BFOCX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Berkshire Focus holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BFOCX

More BFOCX Holdings
  • 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

9.59 44M
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Micron Technology Inc

8.20 38M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

8.07 37M
Technology

Advanced Micro Devices Inc

8.02 37M
Technology

Nebius Group NV Shs Class-A-

6.12 28M
Communication Services

Bloom Energy Corp Class A

5.98 28M
Industrials

Western Digital Corp

5.00 23M
Technology

Marvell Technology Inc

4.91 23M
Technology

Corning Inc

4.89 23M
Technology

Applied Materials Inc

4.88 22M
Technology

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