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.
Berkshire Focus BFOCX
- NAV / 1-Day Return 21.35 / −1.34 %
- Total Assets 221.9 Mil
-
Adj. Expense Ratio
- 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 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 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.
People Pillar
Parent Pillar
- 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 |