BBH Limited Duration benefits from a well-resourced team’s meticulous approach which identifies undervalued securities that generate excess returns to compensate for the portfolio’s above-average risk. It earns a Morningstar Analyst Rating of Bronze across all share classes.
Will BBBIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BBBIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BBBIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BBBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.