BFOCX (Berkshire:Focus)
Net Asset Value: 14.09
1-Day Return:
-0.15 (-1.05%)
YTD Return as of 4/5/13:
0.28%
Classification: Multi-Cap Growth Objective: Growth Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 0.28 | -7.67 | 15.60 | 10.53 | 13.25 |
| Classification | 7.09 | 6.84 | 9.93 | 4.29 | 8.75 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 100 | 100 | 3 | 2 | 2 |
Fund Stats
More| Investment Objective: | Growth |
|---|---|
| Net Assets ($Mil) | NA |
| Inception Date: | 7/1/97 |
| Manager Name, Tenure | Malcolm R. Fobes III, 1997 |
| Expense Ratio: | 2.00% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 6/30/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Apple Inc Ord | AAPL | 23.68 |
| Whole Foods Mrkt Ord | NA | 6.82 |
| Amazon.com Inc Ord | AMZN | 6.48 |
| Salesforce.com Inc Ord | CRM | 6.01 |
| Red Hat Inc Ord | RHT | 5.19 |
| Linkedin Corp Ord | LNKD | 4.84 |
| Dollar General Corp Ord | DG | 4.79 |
| Alexion Pharmaceuticals Inc Ord | ALXN | 4.61 |
| Priceline.com Inc Ord | PCLN | 4.44 |
| Powershares Qqq Trust Series 1 | NA | 4.33 |
| % of Total Holdings | 71.19 | |
