BBH Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return15.674.96-0.914.802.50
    Category Average18.166.05-0.194.622.43
    Assets for Each Yr*10.0611.699.319.7210.47
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 2.50 3.68 6.48

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,473 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 32.26 1.12 Average
    International Stock 3.3 10.92 1.27 Average
    Municipal Bond -- 0.75 0.58 Below Avg
    Taxable Bond 5.0 56.07 0.38 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-17

      Sector YTD Return % % Net Assets  
    Oracle Corp* Technology 17.01 2.19
    Berkshire Hathaway Inc A* Financial Services 3.90 2.19
    Comcast Corp Class A* Communication Services 7.37 1.93
    US Bancorp* Financial Services 2.57 1.79
    Alphabet Inc C* Technology 7.60 1.67
    Wells Fargo & Co* Financial Services 2.03 1.65
    PayPal Holdings Inc* Financial Services 8.03 1.28
    Zoetis Inc* Healthcare -0.07 1.20
    Discovery Communications Inc C* Consumer Cyclical 0.19 1.18
    Microsoft Corp* Technology 3.96 1.11
    Qualcomm Inc* Technology -12.07 0.92
    Nielsen Holdings PLC* Industrials 0.02 0.88
    Celanese Corp* Basic Materials 14.07 0.80
    Praxair Inc* Basic Materials 0.47 0.78
    Perrigo Co PLC* Healthcare -17.94 0.78
    Wal-Mart Stores Inc* Consumer Defensive 1.87 0.69
    QVC Group Class A* Consumer Cyclical -4.35 0.65
    Progressive Corp* Financial Services 14.65 0.63
    Fleetcor Technologies Inc* Industrials 10.56 0.54
    Henry Schein Inc* Healthcare 12.58 0.48

    Best 5-Year Relative Performance | More
    03-21-17

    Worst 5-Year Relative Performance | More
    03-21-17

    Lowest Expenses | More
    03-21-17

    Highest Expenses | More
    03-21-17

    Longest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    BBH Core Select N Timothy E. Hartch 9.90
    BBH Limited Duration Andrew P. Hofer 5.10
    BBH Global Core Sele Timothy E. Hartch 4.00
    BBH Intermediate Mun Gregory S. Steier 3.00
    BBH International Eq Jonathan D. Allen 0.10

    Shortest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    BBH International Eq Jonathan D. Allen 0.10
    BBH Intermediate Mun Gregory S. Steier 3.00
    BBH Global Core Sele Timothy E. Hartch 4.00
    BBH Limited Duration Andrew P. Hofer 5.10
    BBH Core Select N Timothy E. Hartch 9.90