Morningstar

BBH Limited Duration Fund Class Institutional BBBIX

Morningstar Medalist Rating
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Medalist Rating as of See BBH Investment Hub
  • NAV / 1-Day Return $10.39  /  +0.10 %
  • Fund Size $11.5B
  • Adjusted Expense Ratio 0.270%
  • Net Expense Ratio 0.270%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Ultrashort Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $50,000
  • Investment Status Open
  • TTM Yield 4.52%
  • Average Effective Duration 0.91 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis BBBIX

Will BBBIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    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.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of BBBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A risky but attractive ultrashort fund.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

This management team’s expertise, proven track record, and meticulous approach leading BBH Limited Duration earns it a People rating upgrade from Above Average to High.

by Saraja Samant
Rated on Published on

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Portfolio Holdings BBBIX

More BBBIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −5.8
Top 10 Holdings
% Portfolio Weight
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