BFOCX Mutual Fund

BFOCX Mutual Fund (Berkshire Focus Fund) is managed by Berkshire Funds with $374.8M in net assets. BFOCX expense ratio is 1.96%, holding 114 positions across sectors including Information Technology, Industrials, Materials. Inception date: 1997-07-01.

BFOCX performance shows a YTD return of 64.82%. The 1-year return is 83.44% and the 5-year return is 11.79%.

BFOCX top holdings include Nvidia Corp. (10.0%), Taiwan Semiconductor - Adr (9.0%), Lumentum Holdings Inc (8.1%), Coherent, Inc (6.6%), Ge Vernova, Inc. (6.0%). Go to all BFOCX holdings, BFOCX sectors, or BFOCX dividends.

BFOCX can be compared against other funds. Use BFOCX overlap to find shared positions, or BFOCX vs another fund for a side-by-side view. BFOCX alternatives are available via the screener, along with tax-loss harvesting opportunities.