MyPlanIQ 401k Investor Berkshire Hathaway Employee Savings and Stock Ownership Plan of General RE

Berkshire Hathaway Employee Savings and Stock Ownership Plan of General RE

This Plan is unrated.
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard emerging Markets
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Spartan International Index
Others
ROOT BJBIX Julius Baer International Equity
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected
WORLD BOND BFWFX American Funds Capital World Growth & Income
High Yield Bond PHIYX PIMCO High Yield
Total Available Funds: 32
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard emerging Markets
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Spartan International Index
Others
ROOT BJBIX Julius Baer International Equity
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Retirement Income FFFAX Fidelity Freedom Income
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Moderate Allocation FBALX Fidelity Balanced
ROOT CASH Money Market Substitute
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected
WORLD BOND BFWFX American Funds Capital World Growth & Income
High Yield Bond PHIYX PIMCO High Yield
Intermediate-Term Bond FBIDX Fidelity US Bond Index
WORLD BOND PIGLX PIMCO Global Bond Fund - Unhedged
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index
LARGE VALUE AAGPX American Beacon Large-Cap
SMALL BLEND NBGEX NB Genesis Trust
LARGE BLEND VTSMX Vanguard Total Stock Market Index
LARGE GROWTH HGOYX Hartford Growth
LARGE GROWTH FDGRX Fidelity Growth Company
MID-CAP VALUE GSMCX Goldman Sachs Mid-Cap value
LARGE BLEND VINIX Vanguard Institutional Index
Mid-Cap Growth DRMCX Allianz RCM Mid-Cap
LARGE GROWTH FMAGX Fidelity Magellan
Small Growth FDSCX Fidelity Small Cap Independence
LARGE BLEND ISFIX Davis New York Venture
Total Available Funds: 32
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard emerging Markets 91% 3 60 0 1.07% 3.54%
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate 97% 3 60 0 0.72% 7.55%
INTERNATIONAL EQUITY
Foreign Large Blend FSIIX Spartan International Index 86% 3 60 0 0.17% 2.83%
Others
ROOT BJBIX Julius Baer International Equity 98% 3 60 0 0.9% 0%
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 98% 3 60 0 0.58% 2.56%
Retirement Income FFFAX Fidelity Freedom Income 98% 3 60 0 0.42% 2.81%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 98% 3 60 0 0.54% 2.56%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 96% 3 60 0 0.66% 1.8%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 95% 3 60 0 0.64% 1.6%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 95% 3 60 0 0.34% 2.01%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 95% 3 60 0 0.7% 1.76%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 92% 3 60 0 0.49% 2.68%
Moderate Allocation FBALX Fidelity Balanced 80% 3 60 0 0.5% 2.26%
ROOT CASH Money Market Substitute 0% 1 60 0 NA 3.73%
FIXED INCOME
Inflation-Protected Bond VIPSX Vanguard Inflation Protected 98% 3 60 0 0.07% 4.05%
WORLD BOND BFWFX American Funds Capital World Growth & Income 81% 3 60 0 0.99% 3.1%
High Yield Bond PHIYX PIMCO High Yield 72% 3 60 0 0.66% 5.85%
Intermediate-Term Bond FBIDX Fidelity US Bond Index 0% 3 60 0 0.13% 2.67%
WORLD BOND PIGLX PIMCO Global Bond Fund - Unhedged 0% 3 60 0 0.57% 0%
US EQUITY
SMALL BLEND NAESX Vanguard Small Cap Index 99% 3 60 0 0.03% 1.35%
MID-CAP BLEND VIMSX Vanguard Mid-Cap Index 98% 3 60 0 0.04% 1.42%
LARGE VALUE AAGPX American Beacon Large-Cap 98% 3 60 0 0.94% 5.32%
SMALL BLEND NBGEX NB Genesis Trust 96% 3 60 0 0.84% 2.89%
LARGE BLEND VTSMX Vanguard Total Stock Market Index 94% 3 60 0 0.03% 1.28%
LARGE GROWTH HGOYX Hartford Growth 93% 3 60 0 1.14% 0%
LARGE GROWTH FDGRX Fidelity Growth Company 90% 3 60 0 0.79% 3.32%
MID-CAP VALUE GSMCX Goldman Sachs Mid-Cap value 83% 3 60 0 1.18% 4.71%
LARGE BLEND VINIX Vanguard Institutional Index 78% 3 60 0 0.02% 2.73%
Mid-Cap Growth DRMCX Allianz RCM Mid-Cap 76% 3 60 0 0.83% 0%
LARGE GROWTH FMAGX Fidelity Magellan 75% 3 60 0 0.52% 10.19%
Small Growth FDSCX Fidelity Small Cap Independence 71% 3 60 0 1.46% 0.21%
LARGE BLEND ISFIX Davis New York Venture 68% 3 60 0 0.95% 39.82%
Average Expense Ratio: 0.61%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.7% 5.8% 1.2% 4.6% 4.1% 6.7%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:BRK-A)
The plan consists of 34 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, REITs, Emerging Market Equity and Foreign Equity.

Berkshire Hathaway (Ticker: BRK-A BRK-B) is the parent company of General RE. This plan is for the employees of General RE. It is based on paper submission for the year end of 2007 to SEC.



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