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bfocx minimum investment

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