Berkshire Focus (BFOCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Berkshire Focus
San Jose, CA 95134
475 Milan Drive Suite 103
Berkshire Funds
Management information
Malcolm R. Fobes,Lead manager since 30 June 1997
Larry Antonatos — Managing Director and Portfolio Manager.
Malcolm R. Fobes III is the Chief Investment Officer of Berkshire Capital and has over 23 years of experience as a securities analyst and a portfolio manager. Mr. Fobes manages the investment program of the Fund and is primarily responsible for the day-to-day management of the Fund’s portfolio. He has been the portfolio manager of the Fund since its inception in 1997. Mr. Fobes founded Berkshire Capital in 1993 where he has been responsible for directing the company’s investment programs in both public and private companies located in Silicon Valley. In addition to the Fund, Mr. Fobes also serves as an Independent Director and Chairman of the Audit Committee for United States Commodity Funds, LLC. He has been listed with the CFTC as a Principal of United States Commodity Funds since November 2005. Mr. Fobes holds a Bachelor of Science degree in Finance with a minor in Economics from San Jose State University in California. The SAI provides additional information about the portfolio manager’s compensation, other accounts managed by the portfolio manager, and the portfolio manager’s ownership of securities in the Fund.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryTechnology
Fund familyBerkshire
Net assets250.54M
YTD return22.89%
Yield0.00%
Morningstar rating★
Inception date30 Jun 1997
Fund operations
Last dividendN/A
Last cap gain-150.00
Holdings turnover1,613.90%
Average for categoryN/A
Fees and expenses
ExpenseBFOCXCategory average
Annual report expense ratio (net)1.94%1.05%
Prospectus net expense ratio1.94%N/A
Prospectus gross expense ratio1.94%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.21%
Max deferred sales loadN/A1.24%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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