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Berkshire Focus Fund: (MF: BFOCX)
(NASDAQ Mutual Funds) As of Apr 15, 2024 08:00 PM ET
$22.47 USD
-0.64 (-2.77%)
Zacks MF Rank
5-Strong Sell of 5 5
Fund Description
The fund was incepted in July 1997 and is managed by Berkshire Capital Holdings, Inc. The fund seeks long-term capital appreciation. The fund invests primarily in growth companies whose revenues and earnings are likely to grow faster than the economy as a whole. The fund may invest up to 25% of its total assets in one security. The fund declares dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Berkshire Focus | BFOCX | NA | NA | 2.00 | 0.00 | 1.50 | 1.97 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Berkshire Focus Fund | BFOCX | 23.11 | 7/31/1997 | 0.00 | 50.84 | -11.88 | 5.83 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |