BRK Class B Stock Fund
Performance

Important fund performance information

Average Annual Returns—Updated Monthly as of 06/30/2025

Important fund performance information

Display data in bar chart
 1 Year3 Year5 Year10 YearSince Inception
11/30/2004
BRK Class B Stock Fund19.42%21.12%22.10% 13.54%11.19%
S&P 500 Index15.16%19.71%16.64%13.65% 10.55%

Recent Investment Returns
 Year-to-Date
as of 07/14/2025		Year-to-Date
as of 06/30/2025		 Previous
Month—June		Three-Month Total
as of 06/30/2025
BRK Class B Stock Fund5.09%7.17%–3.60% –8.77%
S&P 500 Index—6.20%5.09%10.94%

See cumulative, yearly, and quarterly historical returns

Important Fee Information

12b-1 Fee None
Purchase Fee None
Redemption Fee None

More fee details
 

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