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Berkshire Focus Fund: (MF: BFOCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:02 PM ET

$40.50 USD

+0.79 (1.99%)

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    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.90 74
3 months -3.26 77
6 months 3.02 64
1 Year 32.76 1
3 Year 37.29 1
5 Year 0.30 95
10 Year 17.82 3

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 262.57
Bear Market (10/07 - 2/09) -59.32
Bull Market (2/09 - 3/21) 2,055.71

Load Adjusted Returns as of Feb 28, 2026

1 Year 28.67
5 Year 1.16
10 Year 16.30
Since Inception 8.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -19.87 44.28 16.70 -4.63
2024 22.89 4.92 2.69 20.19
2023 22.37 17.57 -10.71 16.92
2022 -23.75 -43.06 -1.27 -18.49
2021 -7.06 7.64 -4.11 2.81

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.9028.6759.1550.19-65.06-1.3692.2540.6210.0144.07-0.30
% Total Return Rel to Index -2.0910.4534.1323.95-46.86-30.0573.859.1314.4122.27-12.24
% Total Return Rel to Peer -2.1715.9539.7627.19-45.36-23.4272.3412.2016.8823.39-8.12
% Perf Quintile vs Peer* 4.001.000.001.005.005.001.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.007.089.273.911.274.660.02
Expense Ratio 0.001.951.961.971.941.901.921.951.972.022.01

* 1 = Top 20%, 5 = Bottom 20%