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Berkshire Focus BFOCX

Medalist Rating as of | See Berkshire Investment Hub
  • NAV / 1-Day Return 20.68  /  −5.22 %
  • Total Assets 234.5 Mil
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 1.940%
  • 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 Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 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.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Berkshire Focus to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings BFOCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 59.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.05 22.1 Mil
Technology

Tesla Inc

8.00 17.6 Mil
Consumer Cyclical

Asset Offset

6.13 13.5 Mil

Cloudflare Inc

6.04 13.3 Mil
Technology

Block Inc Class A

5.95 13.1 Mil
Technology

Amazon.com Inc

5.05 11.1 Mil
Consumer Cyclical

Affirm Holdings Inc Ordinary Shares - Class A

5.01 11.0 Mil
Technology

Snowflake Inc Ordinary Shares - Class A

5.00 11.0 Mil
Technology

Shopify Inc Registered Shs -A- Subord Vtg

5.00 11.0 Mil
Technology

HubSpot Inc

4.93 10.9 Mil
Technology