Berkshire Focus Fund
BFOCX
NASDAQ
| Weiss Ratings | BFOCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Weak | |||
| Risk Grade | D | |||
| Company Info | BFOCX-NASDAQ | Click to Compare |
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| Provider | Berkshire | |||
| Manager/Tenure (Years) | Malcolm R. Fobes (29) | |||
| Website | http://www.berkshirefunds.com | |||
| Fund Information | BFOCX-NASDAQ | Click to Compare |
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| Fund Name | Berkshire Focus Fund | |||
| Category | Technology | |||
| Sub-Category | Technology Sector Equity | |||
| Prospectus Objective | Specialty - Technology | |||
| Inception Date | Jul 01, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000.00 | |||
| Minimum Subsequent Investment | 500.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BFOCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BFOCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.19% | |||
| Asset Allocation | BFOCX-NASDAQ | Click to Compare |
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| Cash | 0.43% | |||
| Stock | 100.22% | |||
| U.S. Stock | 88.94% | |||
| Non-U.S. Stock | 11.28% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | -0.65% | |||
| Price History | BFOCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.14% | |||
| 30-Day Total Return | 11.75% | |||
| 60-Day Total Return | -0.26% | |||
| 90-Day Total Return | -8.63% | |||
| Year to Date Total Return | 27.01% | |||
| 1-Year Total Return | 20.38% | |||
| 2-Year Total Return | 97.44% | |||
| 3-Year Total Return | 214.37% | |||
| 5-Year Total Return | 39.08% | |||
| Price | BFOCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BFOCX-NASDAQ | Click to Compare |
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| Nav | $49.42 | |||
| 1-Month Low NAV | $42.17 | |||
| 1-Month High NAV | $49.42 | |||
| 52-Week Low NAV | $35.23 | |||
| 52-Week Low NAV (Date) | Nov 21, 2025 | |||
| 52-Week High NAV | $65.99 | |||
| 52-Week High Price (Date) | Jun 22, 2026 | |||
| Beta / Standard Deviation | BFOCX-NASDAQ | Click to Compare |
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| Beta | 2.41 | |||
| Standard Deviation | 38.35 | |||
| Balance Sheet | BFOCX-NASDAQ | Click to Compare |
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| Total Assets | 331.83M | |||
| Operating Ratios | BFOCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.95% | |||
| Turnover Ratio | 2,603.80% | |||
| Performance | BFOCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 47.31% | |||
| Last Bear Market Total Return | -43.06% | |||