BFOCX Mutual Fund
BFOCX Mutual Fund
NAV$52.39
AUM$375M
TER1.96%
Holdings114
See how much of BFOCX you already own
BFOCX Mutual Fund
NAV$52.39
Berkshire Focus Fund
AUM$375M
TER1.96%
Holdings114
See how much of BFOCX you already own
BFOCX Mutual Fund Overlap Analysis
BFOCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BFOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, BFOCX may share significant positions with broad-market funds.
BFOCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFOCX tax-loss harvesting finds highly correlated but non-identical funds.