Berkshire is NOT a fund

It has great management and a variety of holdings – but there are fundamental differences that mean this stock is no fund substitute

Andrew Willis 3 December, 2019 | 1:20AM

Warren Buffett

We had a Morningstar subscriber reach out with an interesting question:

I was thinking of using Berkshire Hathaway as a mutual fund – it has a strong parent, legendary people (Warren Buffett and Charlie Munger), and since they’re legends, I’m assuming the process is A-grade too. Plus, you say it’s undervalued, so the price is great and that performance, oh boy!

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Berkshire Hathaway Inc A318,642.01 USD-0.61
Berkshire Hathaway Inc B212.40 USD-0.82

About Author

Andrew Willis

Andrew Willis  Andrew Willis is a content editor for Morningstar.ca.

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