Berkshire Focus Fund (BFOCX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BFOCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BFOCX
BFOCX charges 1.94% annually. There are 68 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.09% | 144.20B | Mar 2004 | BFOCX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | BFOCX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | BFOCX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | BFOCX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | BFOCX vs FIKHX |
Best Risk-Adjusted Alternatives to BFOCX
BFOCX has a PortfoliosLab risk / return rank of 73. There are 41 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | BFOCX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 98 | — | Jul 1985 | BFOCX vs FDCPX | |
| Columbia Seligman Premium Technology Growth Closed... | 97 | — | Nov 2009 | BFOCX vs STK | |
| Rydex Electronics Fund | 97 | — | Mar 1998 | BFOCX vs RYSIX | |
| Fidelity Advisor Semiconductors Fund Class I | 97 | — | Dec 2000 | BFOCX vs FELIX |
Top Performing BFOCX Alternatives (YTD)
BFOCX is at 57.47% YTD. There are 10 mutual funds in the Technology Equities category with higher YTD returns, going as high as 89.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Electronics Fund | 89.57% | — | Mar 1998 | BFOCX vs RYSIX | |
| Fidelity Select Semiconductors Portfolio | 86.42% | — | Jul 1985 | BFOCX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 86.00% | — | Oct 2018 | BFOCX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 85.91% | — | Dec 2000 | BFOCX vs FELIX | |
| Fidelity Advisor Semiconductors Fund Class A | 85.72% | — | Dec 2000 | BFOCX vs FELAX |
Lowest Volatility Alternatives to BFOCX
BFOCX has 36.93% 1-year volatility. There are 70 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.18% | — | Nov 1993 | BFOCX vs GTTIX | |
| Towpath Technology Fund | 14.67% | — | Feb 2021 | BFOCX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 15.40% | 6.30B | Mar 2005 | BFOCX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 16.56% | — | Oct 1997 | BFOCX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 17.83% | — | Oct 2019 | BFOCX vs AIO |
Lowest Drawdown Alternatives to BFOCX
BFOCX has a 1-year max drawdown of -17.22%. There are 46 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | BFOCX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | BFOCX vs GTTIX | |
| Fidelity Select Tech Hardware Portfolio | -9.68% | — | Jul 1985 | BFOCX vs FDCPX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | BFOCX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | BFOCX vs BOGSX |
Often Compared With BFOCX
Investors most often compare BFOCX with RSEGX, SPECX, OLGAX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BFOCX with Any Fund or Stock
Compare BFOCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BFOCX with funds that move differently
Berkshire Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BFOCX.
Explore BFOCX Diversifiers