Morningstar

BBH Select Series - Mid Cap I BBMIX

Morningstar Medalist Rating
Medalist Rating as of | See BBH Investment Hub
  • NAV / 1-Day Return 12.07  /  +0.67 %
  • Total Assets 448.1 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 Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 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-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BBMIX

More BBMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Guidewire Software Inc

6.02 25.5 Mil
Technology

Brown & Brown Inc

5.49 23.3 Mil
Financial Services

Entegris Inc

5.02 21.3 Mil
Technology

Watsco Inc Class A

4.99 21.2 Mil
Industrials

CBRE Group Inc Class A

3.97 16.8 Mil
Real Estate

Advanced Drainage Systems Inc

3.84 16.3 Mil
Industrials

GXO Logistics Inc

3.78 16.0 Mil
Industrials

AptarGroup Inc

3.75 15.9 Mil
Healthcare

Shift4 Payments Inc Class A

3.74 15.9 Mil
Technology

Bruker Corp

3.66 15.5 Mil
Healthcare

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