BBH Broad Market I
40 Water Street Boston MA 02109
Map
Phone: 800-625-5759
| Category: | Intermediate-Term Bond | | Fund Family: | BBH | | Net Assets: | 455.40M | | Year-to-Date Return: | 5.68% | | Yield: | 3.30% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Jul-00 |
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James J. Evans
Lead Manager since
20-Jul-00 | | | Evans joined Brown Brothers Harriman & Co. as a portfolio manager in 1996. Prior to joining Brown, he served as a vice president with Fleet Investment Advisors. Previously, Evans was a portfolio manager with Westinghouse Pension and Investment Corp and Lazard Freres. Evans holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $25,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks maximum total return consistent with capital preservation and prudent investment management. The fund, which aims to deliver superior risk adjusted returns relative to the Lehman Brothers Aggregate Bond Index, bases the security selection upon proprietary credit research and a quantitative decision framework. It also invests in a broad range of fixed income securities and derivative instruments that match the movement of fixed income securities, The fund may also invest in securities and derivative instruments denominated non-U.S. dollars. |
| Last Dividend
(29-Oct-09):
| 0.02 | | Last Cap Gain
(29-Dec-05):
| 0.08 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 226.00% |
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| Expense | BBBIX | Category
Avg | | Total Expense Ratio: | 0.42%
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 135 | $459 | | 5 Yr Expense Projection*: |
$ 235 | $711 | | 10 Yr Expense Projection*: |
$ 530 | $1,433 |
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