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Berkshire Focus Fund: (MF: BFOCX)

(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET

$26.14 USD

+0.23 (0.89%)

Zacks MF Rank

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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3-Hold of 5     3    

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Zacks Premium Research for BFOCX

Zacks MF Rank

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

Hold 3
MF Report

Fund Description

The fund was incepted in July 1997 and is managed by Berkshire Capital Holdings, Inc. The fund seeks long-term capital appreciation. The fund invests primarily in growth companies whose revenues and earnings are likely to grow faster than the economy as a whole. The fund may invest up to 25% of its total assets in one security. The fund declares dividends and capital gains annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Berkshire Focus BFOCX NA NA 2.00 0.00 1.50 1.96

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Berkshire Focus Fund BFOCX 26.14 7/31/1997 0.00 3.77 -4.26 6.88

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Berkshire Focus BFOCX 5000 500 2500 A

Contact Information

Family Berkshire
Address PO Box 701
Mikwaukee, WI 53201
Phone 877 526-0707