Weekly performance reports are for internal management purposes.

We produce four quarterly statistical reports, which present performance measures and statistics for the three month periods ending March 31st, June 30th, September 30th, and December 31st. Our goal is to complete quarterly reports within four weeks of each quarter's end.

The fall semester report is produced in December, covering the period from May 1st to November 30th. The Semester report details the management and performance of the Fund and presents supporting data and statistics.

The spring semester report is produced in May, covering the full year from May 1st to the following April 30th. The spring semester report details the management and performance of the Fund over the course of the year and presents supporting data and statistics.

All research and reports produced by the Babson College Fund managers are available upon request to our sole client, The Babson College Trustees.

The Quarterly and Semester reports, as well as selected research reports are available to the public and will be posted here.

Performance Reports