Morningstar

BBH Select Series - Mid Cap I BBMIX

Morningstar Medalist Rating
Medalist Rating as of | See BBH Investment Hub
  • NAV / 1-Day Return 12.14  /  +0.17 %
  • Total Assets 443.9 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 0.09%
  • Turnover 7%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 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 People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings BBMIX

More BBMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Guidewire Software Inc

6.62 23.1 Mil
Technology

Brown & Brown Inc

5.70 19.9 Mil
Financial Services

Watsco Inc Class A

5.70 19.9 Mil
Industrials

Entegris Inc

5.16 18.0 Mil
Technology

Advanced Drainage Systems Inc

4.37 15.2 Mil
Industrials

Us Dollars

3.84 13.4 Mil
Cash and Equivalents

Bruker Corp

3.77 13.1 Mil
Healthcare

Zebra Technologies Corp Class A

3.74 13.0 Mil
Technology

AptarGroup Inc

3.63 12.6 Mil
Healthcare

Crown Holdings Inc

3.51 12.2 Mil
Consumer Cyclical

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