BFOCX Mutual Fund

BFOCX Mutual Fund

NAV$45.34
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Fund Essentials - as of Jun 30, 2026

Net Assets
$317M
Expense Ratio
1.96%
Dividend Yield (Current)
-
Holdings
114
Inception Date
Jul 1, 1997
Fund Family
Berkshire Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+18.97%
1 Year+16.08%
3 Year+36.75%
5 Year+7.29%
10 Year+25.52%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
MUMicron Technology, Inc.8.20%
2330:TWTaiwan Semiconductor Manufacturing Co Ltd8.07%
AMDAdvanced Micro Devices Inc8.02%
YNDXYandex Nv Ord Eur.01 Cl A Nasdaq Stock Exchange6.12%
BECfd Bloom Energy Corp- A5.98%
Top 10 Concentration: 60.94%Report Date: Jun 30, 2026
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Dividend Summary

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Latest Distribution
$7.07
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BFOCX Mutual Fund Overview

BFOCX Mutual Fund (Berkshire Focus Fund) is managed by Berkshire Funds with $316.9M 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 18.97%. The 1-year return is 16.08% and the 5-year return is 7.29%.

BFOCX top holdings include Micron Technology, Inc. (8.2%), Taiwan Semiconductor Manufacturing Co Ltd (8.1%), Advanced Micro Devices Inc (8.0%), Yandex Nv Ord Eur.01 Cl A Nasdaq Stock Exchange (6.1%), Cfd Bloom Energy Corp- A (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.