BBH Core Select N
40 Water Street
Map
Phone: 800-625-5759
| Category: | Large Blend | | Fund Family: | BBH | | Net Assets: | 236.70M | | Year-to-Date Return: | 14.71% | | Yield: | 0.19% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Nov-98 |
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Richard H. Witmer
Lead Manager since
01-Oct-05 | | | Witmer joined BBH in 1976 and became a partner in 1988. Prior to the formation of 1818 Partners, Witmer headed BBH's mergers and acquisitions practice and led two successful private equity investments in the cable sector. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $10,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital on an after-tax basis. The fund invests in publicly traded equity securities, including exchange-traded and over-the-counter common stocks and preferred stocks, debt securities convertible into equity securities, and warrants and rights relating to equity securities. It invests in equities issued by domestic and foreign firms both directly and in the form of depository receipts representing an interest in these securities. |
| Last Dividend
(19-Dec-08):
| 0.02 | | Last Cap Gain
(19-Dec-08):
| 0.07 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.94% |
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| Expense | BBTEX | Category
Avg | | Total Expense Ratio: | 1.16%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 368 | $776 | | 5 Yr Expense Projection*: |
$ 638 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,409 | $2,371 |
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0.16% Nasdaq 0.00%
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