Previous Close | 27.33 |
YTD Return | 6.33% |
Expense Ratio (net) | 1.10% |
Category | Mid-Cap Value |
Last Cap Gain | 0.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Below Average |
Sustainability Rating | N/A |
Net Assets | 84.33M |
Beta (5Y Monthly) | 1.00 |
Yield | 0.45% |
5y Average Return | N/A |
Holdings Turnover | 8.00% |
Last Dividend | 0.12 |
Average for Category | N/A |
Inception Date | Apr 08, 2011 |
The stock could have more upside as a reopening play because Warren Buffett’s conglomerate owns a number of economically sensitive businesses. Berkshire’s largest unit is the Burlington Northern Santa Fe railroad. It also owns Lubrizol, a chemicals company; Precision Castparts in aerospace; Marmon, a manufacturer, and several housing related businesses, including Clayton Homes (manufactured housing), Shaw Industries (carpeting and flooring), and Benjamin Moore (paints).