Berkshire Focus is trading at 25.86 as of the 19th of March 2025; that is 0.12 percent increase since the beginning of the trading day. The fund's open price was 25.83. Berkshire Focus has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests primarily in common stocks that are selected for their long-term growth potential. It may invest in companies of any size. 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 that particular industry. More on Berkshire Focus
Berkshire Focus [BFOCX] is traded in USA and was established 19th of March 2025. Berkshire Focus is listed under Berkshire category by Fama And French industry classification. The fund is listed under Technology category and is part of Berkshire family. This fund currently has accumulated 242.73 M in assets under management (AUM) with minimum initial investment of 5 K. Berkshire Focus is currently producing year-to-date (YTD) return of 3.17%, while the total return for the last 3 years was 5.64%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Berkshire Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Berkshire Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Berkshire Focus Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Berkshire Mutual Fund
Berkshire Focus financial ratios help investors to determine whether Berkshire Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Berkshire with respect to the benefits of owning Berkshire Focus security.