Skip to Content
Morningstar

BBH Select Series - Mid Cap I BBMIX

Morningstar Medalist Rating
Medalist Rating as of | See BBH Investment Hub
  • NAV / 1-Day Return 10.84  /  +0.37 %
  • Total Assets 271.8 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.10%
  • Turnover 7%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0

Morningstar’s Analysis BBMIX

Will BBMIX outperform in 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 BBMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BBMIX 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 BBMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

BBH Select Series-Mid Cap I's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BBMIX

More BBMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Entegris Inc

6.40 17.7 Mil
Technology

Guidewire Software Inc

5.79 16.0 Mil
Technology

Watsco Inc Class A

5.69 15.7 Mil
Industrials

Brown & Brown Inc

5.68 15.7 Mil
Financial Services

Bruker Corp

5.38 14.9 Mil
Healthcare

Advanced Drainage Systems Inc

4.95 13.7 Mil
Industrials

Crown Holdings Inc

3.95 10.9 Mil
Consumer Cyclical

AptarGroup Inc

3.71 10.3 Mil
Healthcare

Darling Ingredients Inc

3.64 10.1 Mil
Consumer Defensive

Take-Two Interactive Software Inc

3.54 9.8 Mil
Communication Services