BFOCX Mutual Fund

NAV$49.25

Fund Essentials - as of Dec 31, 2025

Net Assets
$391M
Expense Ratio
1.96%
Dividend Yield (Current)
-
Holdings
109
Inception Date
Jul 1, 1997
Fund Family
Berkshire Funds
Investment Style
••••••••••
Asset Class
••••••••••
Legal Structure
••••••••••
Dividend Frequency
Annually

Performance

YTD+23.71%
1 Year+83.44%
3 Year+52.11%
5 Year+15.17%
10 Year+31.06%

Asset Allocation

Stocks: 94.70%
Bonds: 5.30%

Price Chart (6M)

View Full Chart →

Top Holdings

View All →
TickerNameWeight
NVDANvidia Corp.24.24%
TSM:TWTaiwan Semiconductor - Adr10.29%
TSLATesla Inc6.00%
AVGOBroadcom Inc5.30%
GEVGE Vernova Inc|1124.98%
Top 10 Concentration: 74.72%Report Date: Dec 31, 2025
Download all 109 holdings for BFOCX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Frequency
Annually
Latest Distribution
$7.07
-

Peer Comparison

Benchmark
••••••••••
Outperforming by ••••%
Ranked #••• of •,••• funds
This Mutual Fund
+••.••%
Peer Avg
+••.••%
Premium Feature
Sign in to unlock peer comparison, category rankings and more

BFOCX Mutual Fund Overview

BFOCX Mutual Fund (Berkshire Focus Fund) is managed by Berkshire Funds with $391.0M in net assets. BFOCX expense ratio is 1.96%, holding 109 positions across sectors including Information Technology, Consumer Discretionary, Industrials. Inception date: 1997-07-01.

BFOCX performance shows a YTD return of 23.71%. The 1-year return is 83.44% and the 5-year return is 15.17%.

BFOCX top holdings include Nvidia Corp. (24.2%), Taiwan Semiconductor - Adr (10.3%), Tesla Inc (6.0%), Broadcom Inc (5.3%), GE Vernova Inc|112 (5.0%). View all BFOCX holdings, sector breakdown, or dividend history.

BFOCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BFOCX alternatives are available via the screener, along with tax-loss harvesting opportunities.