Berkshire Focus Fund (BFOCX) Research
The Berkshire Focus Fund aims for long-term capital appreciation primarily by investing in common stocks. Its portfolio managers have the flexibility to select companies across the entire market capitalization spectrum, regardless of their size. A defining characteristic of this fund is its substantial concentration in the electronic technology sector; it can allocate a significant portion of its assets – ranging from over 25% to as much as 100% – to this specific industry. Furthermore, the fund is permitted to invest in foreign securities without geographical limitation and may also utilize certain types of exchange-traded funds (ETFs). Consequently, due to its highly focused investment approach, the Berkshire Focus Fund is classified as non-diversified.
Market snapshot
- Symbol
- BFOCX
- Price
- $64.82
- Day change
- +5.28%
- Market cap
- $378.6M
- 52-week range
- 32.28-64.82
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Crawford Small Cap Dividend Fund (CDOFX)
- BNY Mellon International Stock Index Fund (DIISX)
- Fidelity Connecticut Municipal Incom Fund (FICNX)
- Matthew 25 Fund (MXXVX)
- Victory Integrity Mid-Cap Value Fund (MYIMX)
- JPMorgan SMID Cap Equity Fund (ODMCX)
- PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX)
- Timothy Plan Large/Mid Cap Value Fund (TLVAX)
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