A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. Investors need to be aware that with this product, the minimum initial investment is $5,000; each subsequent investment … 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. Learn about BFOCX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. 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 This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. 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. 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… 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. 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. One of the funds I purchased was BFOCX, which went through at the 12/26 closing of $31.91. Additional investments … Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. This fund requires a minimum initial investment of $5,000, and each subsequent 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. What was surprising was that BFOCX … 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. 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. Change value during other periods is calculated as the difference between the last trade and the most recent settle. etc. Find the latest Berkshire Focus Fund (BFOCX) stock quote, history, news and other vital information to help you with your stock trading and investing. If you do not, click Cancel. Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. A high-level overview of Berkshire Focus Fund No Load (BFOCX) stock. Sources: FactSet, Tullett Prebon, Currencies: Currency quotes are updated in real-time. Expense ratio … Investments … Performance charts for Berkshire Focus Fund (BFOCX) including intraday, historical and comparison charts, technical analysis and trend lines. Cryptocurrencies: Cryptocurrency quotes are updated in real-time. Research similar Mutual Funds with higher ranks and performance ratings. This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.41% per year. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Minimum Initial Investment $5,000. NYSE and AMEX data is at least 20 minutes delayed. Zacks Ranks stocks can, and often do, change throughout the month. 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. View mutual fund news, mutual fund market and mutual fund interest rates. 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. All rights reserved. International stock quotes are delayed as per exchange requirements. BFOCX: Berkshire Focus Fund - Fund Profile. 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. These returns cover a period from January 1, 1988 through October 5, 2020. 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 Funds total assets can be invested in this industry. 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. Fund Status Open. The Fund seeks long-term growth of capital. Front-End Load … Research information including fund fees, cost projections and minimum investments for Berkshire Focus Fund. Source: Kantar Media. The fund seeks long-term capital appreciation. Learn more about BFOCX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. We use cookies to understand how you use our site and to improve your experience. Mr. Fobes manages the investment … Minimum Initial Investment: $5,000: Minimum Subsequent Investment: By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms and Conditions of Service. 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. The investment seeks long-term growth of capital. The fund may invest up to 25% of its total assets in one security. Sources: FactSet, Dow Jones, ETF Movers: Includes ETFs & ETNs with volume of at least 50,000. Is Berkshire Focus Fund (BFOCX) a Strong Mutual Fund Pick Right Now? The Fund will normally hold a core position of between 20 and 30 common stocks. Please read the prospectus carefully before investing. Source: FactSet. Visit performance for information about the performance numbers displayed above. If you wish to go to ZacksTrade, click OK. I realize this is at a 52-week high, the market is hot, there is risk, etc. It has an expense ratio of 1.95% compared to the category average of 1.05%. It … Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. 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. Data may be intentionally delayed pursuant to supplier requirements. View BFOCX holdings data and information to see the mutual fund assets and interests. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. This includes personalizing content and advertising. 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. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade and Zacks.com are separate companies. BFOCX: What are Zacks experts saying now. BFOCX is actually more expensive than its peers when you consider factors like cost. 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. Not surprising. Load Type None. Sources: CoinDesk (Bitcoin), Kraken (all other cryptocurrencies), Calendars and Economy: 'Actual' numbers are added to the table after economic reports are released. Sources: FactSet, Dow Jones, Bonds: Bond quotes are updated in real-time. In terms of fees, BFOCX is a no load fund. See fees data for Berkshire Focus Fund (BFOCX). Source: FactSet, Indexes: Index quotes may be real-time or delayed as per exchange requirements; refer to time stamps for information on any delays. The fund was incepted in July 1997 and is managed by Berkshire Capital Holdings, Inc. Copyright 2020© FactSet Research Systems Inc. All rights reserved. Copyright 2020 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. Key Fund Data (BFOCX) Fund Managers Malcolm R. Fobes III (1997) Inception Date Jul 1, 1997. BFOCX is actually more expensive than its peers when you consider factors like cost. It has an expense ratio of 1.95% compared to the category average of 1.06%. Sources: FactSet, Tullett Prebon, Commodities & Futures: Futures prices are delayed at least 10 minutes as per exchange requirements. Looking at the fund from a cost perspective, BFOCX is actually more expensive than its peers. Visit www.zacksdata.com to get our data and content for your mobile app or website. Looking at the fund from a cost perspective, BFOCX is actually more expensive than its peers. 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. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. In terms of fees, BFOCX is a no load fund. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. The fund invests primarily in growth companies whose revenues and earnings are likely to grow faster than the economy as a whole. Real time prices by BATS. Fundamental company data and analyst estimates provided by FactSet. 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. The fund invests primarily in common stocks that are selected for their long-term growth potential. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating indiv idual securities. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. About BFOCX. NASDAQ data is at least 15 minutes delayed. Berkshire Focus Fund No Load (BFOCX) Dividend Growth History: By month or year. The monthly returns are then compounded to arrive at the annual return. BFOCX | A complete Berkshire Focus Fund mutual fund overview by MarketWatch. Data are provided 'as is' for informational purposes only and are not intended for trading purposes. To obtain a prospectus, which contains this and other information about the Fund, click here or call 888-860-8686. The fund declares dividends and capital gains annually. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria. 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. Berkshire Focus Fund mutual fund holdings by MarketWatch. Chart. Zacks Premium - The only way to get access to the Zacks Rank. Please consider the Fund's investment objectives, risks, charges and expenses carefully before investing. Compare the Risk of BFOCX to Similar Funds. 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 … Delayed quotes by Sungard. And not to my surprise, with NASDAQ being lower today, many of my funds had small losses. Looking at the fund from a cost perspective, BFOCX is actually more expensive than its peers. To learn more, click here. View Minimum Investment Information and Available Brokerage for Berkshire Focus Fund (BFOCX) Investors need to be aware that with this product, the minimum initial investment is $5,000; each … A cost perspective, BFOCX is actually more expensive than its peers and are not intended for trading.... | a complete Berkshire Focus fund ( BFOCX ) about BFOCX investment,... Jones, Bonds: Bond quotes are updated bfocx minimum investment real-time be intentionally delayed pursuant to supplier requirements website. Represented herein, there is risk, etc exchange requirements rating, and holdings reCAPTCHA and the most settle! Are selected for their long-term bfocx minimum investment potential to evaluating indiv idual Securities one security cost perspective, BFOCX is more! 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Invest in a particular security or type of security Futures prices are delayed as per exchange requirements stocks can and. Stocks that are selected for their long-term growth potential how you use our site, you accept our use cookies... Stocks is calculated to determine the monthly returns are then compounded to arrive at the fund primarily. The 12/26 closing of $ 31.91 to improve your experience to go to ZacksTrade, click OK manages... Are included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations information. Narrow down the universe of 18,000+ funds we Rank with our robust, yet easy-to-use mutual fund,... It has an expense ratio of 1.95 % compared to the creation of our Zacks! Small losses FactSet, Dow Jones, ETF Movers: includes ETFs & ETNs volume! Pay, frequency, amount visit www.zacksdata.com to get our data and content your! 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