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Berkshire Focus Fund: (MF: BFOCX)

(NASDAQ Mutual Funds) As of Sep 19, 2018 08:15 PM ET

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$29.66 USD

+0.35 (1.19%)

Zacks MF Rank 4-Sell       4  

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Aug 31, 2018

Total Return %* Percentile Rank Objective
YTD 36.84 1
3 months 14.27 1
6 months 18.28 1
1 Year 48.15 1
3 Year 26.79 1
5 Year 20.45 1
10 Year 18.18 1

* Annual for three years and beyond.

Zacks Premium Research for BFOCX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Sell 4
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Portfolio Statistics

%Unrealized Gain YTD 15.24
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 8/31/2018 74.56
%Turnover 8/31/2018 385.00

Risk

3 Year 5 Year 10 Year
Beta 1.28 1.24 1.15
Alpha 6.19 3.32 6.57
R Squared 0.44 0.38 0.55
Std. Dev. 18.05 19.21 22.88
Sharpe 1.53 1.15 2.00

Sector / Country Weightings

As of 8/31/2018 % of Portfolio
Technology 74.45
Other 9.75
Retail Trade 8.73
Non-Durable 6.82
Finance 0.25

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2018)
% of Portfolio Value (Mil$)
AMAZON.COM INC 15.74 17.72
MICROSOFT CORP 9.00 10.13
ALIBABA GROUP HOLDING LTD 8.73 9.82
SERVICENOW INC 7.44 8.38
NETFLIX COM INC 6.82 7.68
NUTANIX INC 4.95 5.58
SALESFORCE.COM INC 4.95 5.57
APPLIED MATERIALS INC 4.93 5.54
NVIDIA CORP 4.91 5.53

Stock Holding % of Net Assets

As Of 3/31/2018
Total Issues 25
Avg. P/E 31.87
Avg. P/Book 6.46
Avg. EPS Growth 14.7
Avg. Market Value (Mil $) 242,608

Allocation

% of Portfolio
Large Growth 46.06
Large Value 0.00
Small Growth 10.55
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 25.87
High Yield Bond 0.00