Berkshire Mutual Funds List
Here you can find all mutual funds issued by Berkshire and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.94%
- Avg. 1 Year Return
- 104.56%
- Avg. 5 Year Return
- 13.06%
- Median Risk/Return Score
- 79 / 100
Berkshire Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Berkshire Focus Fund | Technology Equities | Jun 30, 1997 | 1.94% | 61.24% | 22.91% | 0.00% | 79 |
Explore top Berkshire Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Berkshire Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Berkshire Focus Fund | 79 | — | Jun 1997 |
Best-Performing Berkshire Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Berkshire Focus Fund | 13.06% | — | Jun 1997 |
Lowest-Cost Berkshire Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Berkshire Focus Fund | 1.94% | — | Jun 1997 |
Highest-Yield Berkshire Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Berkshire Focus Fund | 0.00% | — | Jun 1997 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.