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28th December 2017, 11:18 AM
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Join Date: Aug 2012
Re: BRK Class B Stock Fund

The BRK Class B Stock Fund (the Fund) seeks to provide long-term growth of capital by investing almost exclusively in Berkshire Hathaway Class B stock

Investment strategy
The Fund invests almost exclusively in Berkshire Hathaway Class B stock to provide investors the possibility of long-term growth through increase in the value of the stock. A small portion of the Fund is invested in short-term cash investments to help accommodate daily transactions.


The return of the Fund will be influenced by the financial performance of Berkshire, its management, as well as the general performance of the stock market, insurance industry and the economy.

Benchmark
S&P 500 Index

Annual Returns

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Fun d 29.19 -32.14 2.24 24.36 -4.73 17.43 32.09 26.55 -12.00 23.39
Benchmark 5.49 -37.00 26.46 15.06 2.11 16.00 32.39 13.69 1.38 11.96


Periods Ended September 30, 2017

Quarter Year to Date One Year Three Years Five Years Ten Years
8.22% 12.43% 26.86% 9.88% 15.72% 8.97%
4.48% 14.24% 18.61% 10.81% 14.22% 7.44%


BRK Class B Stock Fund




Tags
short term

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