BFOCX (Berkshire:Focus)
Net Asset Value: 14.25 1-Day Return: 0.20 (1.42%) YTD Return as of 5/23/12:Up 22.11%

Classification: Multi-Cap Growth   Objective: Growth   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

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.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 22.11 10.81 31.87 12.87 6.80
Classification 7.52 -1.42 17.00 0.77 4.86
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)111120

Fund Stats

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Investment Objective:Growth
Net Assets ($Mil)47.10
Inception Date:7/1/97
Manager Name, TenureMalcolm R. Fobes III, 1997
Expense Ratio: 2.00%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 12/31/11)

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Company NameSymbol% Net Assets
Apple Inc Ord AAPL 20.25
Google Inc Ord GOOG 10.09
Priceline.com Inc Ord PCLN 5.07
Commvault Systems Inc Ord CVLT 4.84
Starbucks Corp Ord SBUX 4.55
Juniper Networks Inc Ord JNPR 4.51
Vmware Inc Ord VMW 4.22
Whole Foods Mrkt Ord NA 4.21
Salesforce.com Inc Ord CRM 4.19
Chipotle Mexican Grill Inc Ord CMG 4.17
% of Total Holdings 66.1

Stories & Blogs: Around the Web

3/19/2012  Does Your Mutual Fund Eat More Than An Apple? (Barrons.com)

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