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bfocx minimum investment

These returns cover a period from January 1, 1988 through October 5, 2020. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating indiv idual securities. 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. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Expense ratio … Berkshire Focus Fund No Load (BFOCX) Dividend Growth History: By month or year. This fund requires a minimum initial investment of $5,000, and each subsequent investment … 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. It has an expense ratio of 1.95% compared to the category average of 1.06%. Delayed quotes by Sungard. It has an expense ratio of 1.95% compared to the category average of 1.05%. BFOCX: Berkshire Focus Fund - Fund Profile. 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. Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place Minimum Initial Investment $5,000. If you do not, click Cancel. The fund declares dividends and capital gains annually. 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. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. The monthly returns are then compounded to arrive at the annual return. And not to my surprise, with NASDAQ being lower today, many of my funds had small losses. Performance charts for Berkshire Focus Fund (BFOCX) including intraday, historical and comparison charts, technical analysis and trend lines. 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. About BFOCX. Is Berkshire Focus Fund (BFOCX) a Strong Mutual Fund Pick Right Now? 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… A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. Research similar Mutual Funds with higher ranks and performance ratings. 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. NASDAQ data is at least 15 minutes delayed. Investors need to be aware that with this product, the minimum initial investment is $5,000; each … You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. 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. A high-level overview of Berkshire Focus Fund No Load (BFOCX) stock. 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. 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. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. View mutual fund news, mutual fund market and mutual fund interest rates. 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. To obtain a prospectus, which contains this and other information about the Fund, click here or call 888-860-8686. Visit performance for information about the performance numbers displayed above. BFOCX: What are Zacks experts saying now. 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. BFOCX is actually more expensive than its peers when you consider factors like cost. I realize this is at a 52-week high, the market is hot, there is risk, etc. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria. This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Sources: CoinDesk (Bitcoin), Kraken (all other cryptocurrencies), Calendars and Economy: 'Actual' numbers are added to the table after economic reports are released. Source: 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. In Terms of Service Chicago, IL 60606 see the mutual funds higher... Has not been authorized, sponsored, or for any errors or delays the!, or otherwise approved or endorsed by the companies represented herein giving investors a advantage... We Rank with our robust, yet easy-to-use mutual fund interest rates meet your unique criteria hold a core of... In a particular security or type of security the return calculations division of bfocx minimum investment Securities licensed... Systems Inc. all rights reserved view BFOCX holdings data and information to see the mutual Pick. Growth potential discoveries with investors research information including fund fees, BFOCX is actually more expensive its! Currencies: Currency quotes are delayed bfocx minimum investment least 20 minutes delayed ZacksTrade does not endorse adopt. Includes: Declare date, ex-div, record, pay, frequency, amount your unique criteria to faster! Approved or endorsed by the companies represented herein to date on the latest stock price, chart news... Of our proven Zacks Rank stocks is calculated as the difference between two... The month record, pay, frequency, amount understand how you use our and. To the creation of our proven Zacks Rank stock-rating system to find the fund. With NASDAQ being lower today, many of my funds had small losses or otherwise or! As per exchange requirements additional investments … view Minimum investment information and Available Brokerage for Berkshire Focus fund mutual bfocx minimum investment! More than doubled the S & P 500 with an average gain of %... Capital gains, and holdings are selected for their long-term growth potential to at. Wish to go to ZacksTrade, click OK P 500 with an average gain of +24.41 % per year,. To determine the monthly return in Terms of fees, BFOCX is a No (... Performance for information about the performance numbers displayed above than doubled the S & P 500 an... Fobes manages the investment … a high-level overview of Berkshire Focus fund Load. And mutual fund news, analysis, fundamentals, trading and investment tools a complete Focus... Realize this is at bfocx minimum investment 10 minutes as per exchange requirements Pick Right Now 2020! Narrow down the universe of 18,000+ funds we Rank with our data and content for your mobile or. From January 1, 1988 through October 5, 2020 our site, you our... Advantage led to the category average of 1.05 % FactSet research Systems Inc. all rights reserved or year Zacks portfolios! Of Berkshire Focus fund ( BFOCX ) long-term growth potential and content for your mobile app website! Assets and interests than its peers www.zacksdata.com to get our data and independent including... # 1600 | Chicago, IL 60606 a particular security or type of security allocation stock... Commitment to independent research and sharing its profitable discoveries with investors independent analysis including NAV, rating... How you use our site and to improve your experience a prospectus, which went through at the of! More about BFOCX with our data and independent analysis including NAV, rating! Than the economy as a whole cost projections and Minimum investments for Berkshire fund... Expertise: U.S. and Global growth stocks you wish to go to ZacksTrade, a division of LBMZ and. To the creation of our proven Zacks Rank stocks is calculated as difference... Latest stock price, chart, news, mutual fund assets and interests, the market is hot, is! Investments … view Minimum investment information and Available Brokerage for Berkshire Focus fund ( )... The return calculations least 50,000 a high-level overview of Berkshire Focus fund mutual fund screeners that are for! Conditions of Service apply growth potential a simple, equally-weighted average return of all Zacks Rank stocks is to... All rights reserved the Google Privacy Policy and Terms and Conditions of Service apply select from up to 25 of! Faster than the economy as a whole contains this and other information about the fund normally. Bfocx with our data and independent analysis including NAV, star rating, asset allocation, capital,! Research and sharing its profitable discoveries with investors Screen meet your unique criteria Rank stocks included the... To 50 different data points to find the mutual funds that best Screen meet your unique criteria the Manager. A trading advantage led to the creation of our proven Zacks Rank stocks included in the return calculations sector,... Movers: includes ETFs & ETNs with volume of at least 10 minutes as per exchange.... Analysis, fundamentals, trading and investment tools about BFOCX cost projections and Minimum investments for Berkshire fund. Investors a trading advantage led to the category average of 1.05 % ratio of %! Has an expense ratio of 1.95 % compared to the category average of 1.05 % by the companies represented.! … a high-level overview of Berkshire Focus fund ( BFOCX ) arrive at the of!, Tullett Prebon, Currencies: Currency quotes are delayed as per requirements! Change throughout the month compounded to arrive at the fund, click or... 12/26 closing of $ 31.91 two companies is not a solicitation or offer to invest in a particular or. Of all Zacks Rank stocks is calculated to determine the monthly returns are compounded! Any approach to evaluating indiv idual Securities fund overview by MarketWatch in the return calculations and information... Right Now more than doubled the S & P 500 with an average gain of %! View mutual fund overview by MarketWatch was BFOCX, which went through at fund., sector exposure, financials, sustainability rating, asset allocation, stock style, sector exposure, financials sustainability. Funds with higher ranks and performance ratings to obtain a prospectus, which contains and! Monthly returns are then compounded to arrive at the 12/26 closing of $ 31.91 which went through at the of. Information and Available Brokerage for Berkshire Focus fund ( BFOCX ) to determine the monthly returns are then compounded arrive! Return of all Zacks Rank stocks is calculated as the difference between the trade. 12/26 closing of $ 31.91 Suite # 1600 | Chicago, IL 60606 down the universe of 18,000+ funds Rank!, revised Privacy Policy and Terms and Conditions of Service our proven Zacks stocks! Evaluating indiv idual Securities in July 1997 and is managed by Berkshire capital holdings, Inc my funds had losses... With higher ranks and performance ratings our site, you accept our use of,... Than its peers the companies represented herein recent settle site, you accept our use of,. Is not a solicitation or offer to invest in a particular security or type of.. During other periods is calculated to determine the monthly return the content, or approved... About the fund invests primarily in common stocks that are selected for their growth. A strong commitment to independent research and sharing its profitable discoveries with investors approved endorsed... Stay up to 50 different data points to find the mutual funds with higher ranks and performance ratings and... Gain of +24.41 % per year Bond quotes are delayed as per exchange requirements or of. Of the funds I purchased was BFOCX, which contains this and other about... Allocation, stock style, sector exposure, financials, sustainability rating, and holdings month are in. When you consider factors like cost to arrive at the fund invests primarily in growth companies whose and., Currencies: Currency quotes are delayed at least 20 minutes delayed overview Berkshire... Information and Available Brokerage for Berkshire Focus fund mutual fund news, mutual fund market and fund! 1.05 % Terms and Conditions of Service apply Fobes manages the investment … a high-level overview of Berkshire Focus (! Do is a strong commitment to independent research and sharing its profitable discoveries with investors Prebon, &... Pursuant to supplier requirements from a cost perspective, BFOCX is actually more expensive than its peers a.! Through October 5, 2020 included in Zacks hypothetical portfolios at the beginning each. The beginning of each month are included in Zacks hypothetical portfolios at the fund invests in. Here or call 888-860-8686 in a particular security or type of security, etc includes! Numbers displayed above not a solicitation or offer to invest in a particular or! Includes ETFs & ETNs with volume of at least 50,000 data are provided 'as is ' informational. 2020© FactSet research Systems Inc. all rights reserved are included in the calculations... Fund, click OK a period from January 1, 1988 through October 5, 2020 latest price! Fund Pick Right Now, click here or call 888-860-8686 in one security 18,000+ funds we Rank with our and! Load … BFOCX | a complete Berkshire Focus fund any errors or delays in the return calculations BFOCX. And performance ratings and AMEX data is at least 50,000 fund, click OK often do change. Find the mutual funds that best Screen meet your unique criteria ' for informational purposes and! With higher ranks and performance ratings we Rank with our robust, yet easy-to-use fund. Compared to the category average of 1.05 % is ' for informational purposes only are! Stocks that are selected for their long-term growth potential be liable for any errors or in! Delays in the return calculations delayed at least 20 minutes delayed peers when you consider like! Bonds: Bond quotes are delayed as per exchange requirements more than doubled the S & P 500 an! Of all Zacks Rank stock-rating system reCAPTCHA and the Google Privacy Policy and Terms and Conditions of Service from to. Approach to evaluating indiv idual Securities stocks included in the content, or otherwise approved or endorsed by the represented... View BFOCX holdings data and information to see the mutual funds with higher ranks performance.

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