- What does BBBMX invest in?
- The BBH Limited Duration Fund strives to accomplish its investment goals by building a robustly diversified portfolio of debt securities. This allocation includes both fixed and floating-rate instruments. The fund specifically targets debt instruments considered to be sound, resilient, and available at a compelling valuation.
- What is the expense ratio of BBBMX?
- BBH Limited Duration Fund (BBBMX) charges an expense ratio of 0.35%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BBBMX?
- BBH Limited Duration Fund (BBBMX) manages $10.81B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BBBMX actively managed or an index fund?
- BBBMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BBBMX launched?
- BBH Limited Duration Fund (BBBMX) launched in July 2000 and is managed by the fund issuer.
- How has BBBMX performed?
- BBBMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
