Sources: FactSet, Dow Jones, ETF Movers: Includes ETFs & ETNs with volume of at least 50,000. The monthly returns are then compounded to arrive at the annual return. Load Type None. To learn more, click here. Delayed quotes by Sungard. Data are provided 'as is' for informational purposes only and are not intended for trading purposes. View Minimum Investment Information and Available Brokerage for Berkshire Focus Fund (BFOCX) International stock quotes are delayed as per exchange requirements. Open Ended Investment Company: Investment style (stocks) Market Cap: Large Investment Style: Growth: Morningstar category: Technology: Launch date: 01 Jul 1997: Price currency: USD: Domicile: United States: Symbol: BFOCX… Research information including fund fees, cost projections and minimum investments for Berkshire Focus Fund. I realize this is at a 52-week high, the market is hot, there is risk, etc. BFOCX | A complete Berkshire Focus Fund mutual fund overview by MarketWatch. Minimum Initial Investment $5,000. The fund invests primarily in common stocks that are selected for their long-term growth potential. In terms of fees, BFOCX is a no load fund. Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. View BFOCX holdings data and information to see the mutual fund assets and interests. Looking at the fund from a cost perspective, BFOCX is actually more expensive than its peers. Additional investments … This includes personalizing content and advertising. Initial minimum investments into group retirement accounts such as Fidelity Simplified Employee Pension-IRA, Keogh, Self-Employed 401(k), and Non-Fidelity Prototype Retirement accounts are $500 or higher. Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. These returns cover a period from January 1, 1988 through October 5, 2020. Each of the company logos represented herein are trademarks of Verizon Media; Microsoft Corporation; Nasdaq, Inc.; Dow Jones & Company; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc. Copyright 2020© FactSet Research Systems Inc. All rights reserved. In terms of fees, BFOCX is a no load fund. Malcolm R. Fobes III is the founder, Chief Executive Officer and Chief Investment Officer of Berkshire Capital Holdings, Inc. ("Berkshire Capital"), which has served as the investment … Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. FactSet (a) does not make any express or implied warranties of any kind regarding the data, including, without limitation, any warranty of merchantability or fitness for a particular purpose or use; and (b) shall not be liable for any errors, incompleteness, interruption or delay, action taken in reliance on any data, or for any damages resulting therefrom. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating indiv idual securities. One of the funds I purchased was BFOCX, which went through at the 12/26 closing of $31.91. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.41% per year. Minimum Initial Investment: $5,000: Minimum Subsequent Investment: The fund concentrates its investments in the electronic technology industry, which means more than 25%, and as much as 100%, of the fund's total assets can be invested in that particular industry. Data may be intentionally delayed pursuant to supplier requirements. Front-End Load … Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. NYSE and AMEX data is at least 20 minutes delayed. About BFOCX. BFOCX is actually more expensive than its peers when you consider factors like cost. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms and Conditions of Service. A high-level overview of Berkshire Focus Fund No Load (BFOCX) stock. Change value during the period between open outcry settle and the commencement of the next day's trading is calculated as the difference between the last trade and the prior day's settle. This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Change value during other periods is calculated as the difference between the last trade and the most recent settle. Berkshire Focus Fund mutual fund holdings by MarketWatch. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria. Source: Kantar Media. Copyright 2020 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. Zacks Premium - The only way to get access to the Zacks Rank. If you wish to go to ZacksTrade, click OK. The Portfolio Manager Expertise: U.S. and Global Technology Stocks U.S. and Global Growth Stocks. The fund concentrates its investments in the electronic technology industry, which means more than 25%, and as much as 100%, of the fund's total assets can be invested in that particular industry. Investors need to be aware that with this product, the minimum initial investment is $5,000; each … An investment of $10,000 in MXXVX 10 years ago would be worth $56,328 after fees -- $15,163 more than if the same amount had been invested in an S&P 500 index fund charging zero fees. Expense ratio … Find the latest Berkshire Focus Fund (BFOCX) stock quote, history, news and other vital information to help you with your stock trading and investing. Sources: FactSet, Dow Jones, Bonds: Bond quotes are updated in real-time. To obtain a prospectus, which contains this and other information about the Fund, click here or call 888-860-8686. It has an expense ratio of 1.95% compared to the category average of 1.05%. Fundamental company data and analyst estimates provided by FactSet. Learn about BFOCX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Looking at the fund from a cost perspective, BFOCX is actually more expensive than its peers. Performance charts for Berkshire Focus Fund (BFOCX) including intraday, historical and comparison charts, technical analysis and trend lines. Malcolm R. Fobes III is the Chief Investment Officer of Berkshire Capital and has over 23 years of experience as a securities analyst and a portfolio manager. ZacksTrade and Zacks.com are separate companies. Mr. Fobes manages the investment … View mutual fund news, mutual fund market and mutual fund interest rates. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Compare the Risk of BFOCX to Similar Funds. Mutual Funds & ETFs: All of the mutual fund and ETF information contained in this display, with the exception of the current price and price history, was supplied by Lipper, A Refinitiv Company, subject to the following: Copyright 2020© Refinitiv. We use cookies to understand how you use our site and to improve your experience. BFOCX: Berkshire Focus Fund - Fund Profile. This fund requires a minimum initial investment of $5,000, and each subsequent investment … Real time prices by BATS. Meet the Manager Behind a Top-Notch, But Tiny Actively Managed Fund, Japan, biotech funds pace latest week's gains, Dreary 2002 for stock funds; gold, real estate surprise, Stock funds gain 3.1 percent in latest week, In third quarter, 99 percent of stock funds lost money, Cisco shares on the rise after exceeding expectations, Cisco profit falls 77%, but beats lowered forecasts, Stock mutual funds sent reeling in Q3; 95% down in 2001, Fund managers struggle to find good news on Cisco, Fund managers chime in on Merrill chip upgrade, March quarter socks funds, but bear funds deliver, All sector fund categories fall in 1st quarter. Berkshire Focus Fund No Load (BFOCX) Dividend Growth History: By month or year. The Fund will normally hold a core position of between 20 and 30 common stocks. NASDAQ data is at least 15 minutes delayed. Source: FactSet. etc. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. Key Fund Data (BFOCX) Fund Managers Malcolm R. Fobes III (1997) Inception Date Jul 1, 1997. Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place Research similar Mutual Funds with higher ranks and performance ratings. Sources: FactSet, Dow Jones, Stock Movers: Gainers, decliners and most actives market activity tables are a combination of NYSE, Nasdaq, NYSE American and NYSE Arca listings. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. The fund seeks long-term capital appreciation. The fund was incepted in July 1997 and is managed by Berkshire Capital Holdings, Inc. The Fund concentrates its investments in the electronic technology industry, which means more than 25%, and as much as 100%, of the Funds total assets can be invested in this industry. Visit performance for information about the performance numbers displayed above. Not surprising. Learn more about BFOCX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. Cryptocurrencies: Cryptocurrency quotes are updated in real-time. Please consider the Fund's investment objectives, risks, charges and expenses carefully before investing. Zacks Ranks stocks can, and often do, change throughout the month. The Fund seeks long-term growth of capital. Looking at the fund from a cost perspective, BFOCX is actually more expensive than its peers. This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months: Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. What was surprising was that BFOCX … The fund invests primarily in growth companies whose revenues and earnings are likely to grow faster than the economy as a whole. Sources: CoinDesk (Bitcoin), Kraken (all other cryptocurrencies), Calendars and Economy: 'Actual' numbers are added to the table after economic reports are released. Please read the prospectus carefully before investing. Sources: FactSet, Tullett Prebon, Currencies: Currency quotes are updated in real-time. See fees data for Berkshire Focus Fund (BFOCX). Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. Source: FactSet, Indexes: Index quotes may be real-time or delayed as per exchange requirements; refer to time stamps for information on any delays. Investments … The investment seeks long-term growth of capital. BFOCX: What are Zacks experts saying now. If you do not, click Cancel. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Source: FactSet, Markets Diary: Data on U.S. Overview page represent trading in all U.S. markets and updates until 8 p.m. See Closing Diaries table for 4 p.m. closing data. All rights reserved. The fund declares dividends and capital gains annually. It … Investors need to be aware that with this product, the minimum initial investment is $5,000; each subsequent investment … The fund concentrates its investments in the electronic technology industry, which means more than 25%, and as much as 100%, of the fund's total assets can be invested in that particular industry. Visit www.zacksdata.com to get our data and content for your mobile app or website. BFOCX is actually more expensive than its peers when you consider factors like cost. Is Berkshire Focus Fund (BFOCX) a Strong Mutual Fund Pick Right Now? Sources: FactSet, Tullett Prebon, Commodities & Futures: Futures prices are delayed at least 10 minutes as per exchange requirements. It has an expense ratio of 1.95% compared to the category average of 1.06%. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. Fund Status Open. Chart. And not to my surprise, with NASDAQ being lower today, many of my funds had small losses. The fund may invest up to 25% of its total assets in one security. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. Nasdaq being lower today, many of my funds had small losses front-end Load BFOCX! Date on the latest stock price, chart, news, analysis, fundamentals, trading investment... 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