Morningstar

Berkshire Focus Fund BFOCX

Medalist Rating as of Aug 31, 2026 See Berkshire Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund invests primarily in common stocks that are selected for their long-term growth potential. It may invest in companies of any size. The fund concentrates its investments in the electronic technology industry, which means more than 25%, and as much as 100%, of the fund's total assets can be invested in that particular industry. It may invest without limitation in foreign securities and certain types of exchange traded funds. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BFOCX	Berkshire Focus Fund	No Load	Open			Jul 1, 1997	$271.41M	1.950%	High	$5,000	−$44.30M

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