4 / 5 Stars
5 1 1 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#20 in Technology
U.S. News evaluated 50 Technology Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 40.28 percent over the past year, 15.82 percent over the past three years, 25.36 percent over the past five years, and 12.72 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.5%|
|3 Years (Annualized)||15.8%|
|5 Years (Annualized)||25.4%|
|10 Years (Annualized)||12.7%|
The investment seeks long-term growth of capital. 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 fund's total assets can be invested in that particular industry. It may invest without limitation in foreign securities and certain types of exchange traded funds. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Berkshire Focus Fund has an expense ratio of 2.00 percent.
Risk is High compared to funds in the same category according to Morningstar.