BBH Core Select N
40 Water Street Boston MA 02109
Phone: 800-625-5759
| Category: |
Large Blend |
| Fund Family: |
BBH |
| Net Assets: |
126.02M |
| Year-to-Date Return: |
12.40% |
| Yield: |
0.16% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
02-Nov-98 |
|
Timothy E. Hartch
Lead Manager since
28-Feb-06 |
|
| Hartch joined BBH in 1996. Since February 2001 he has also been the co-manager of 1818 Partners, L.P., an investment partnership focused on publicly traded, small-cap companies that provide essential products and services. Prior to the formation of 1818 Partners, Hartch worked in BBHs mergers and acquisitions and private equity investment businesses. |
| Min Initial Investment: |
$100,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$25,000 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| 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
(20-Dec-07):
|
0.02 |
| Last Cap Gain
(19-Dec-00):
|
0.07 |
| Annual Holdings Turnover
|
53.00% |
| Average for Category:
|
70.73% |
|
| Expense |
BBTEX |
Category
Avg |
| Total Expense Ratio: |
1.19%
|
1.12% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$378 |
$584 |
| 5 Yr Expense Projection*: |
$654 |
$899 |
| 10 Yr Expense Projection*: |
$1,443 |
$1,778 |
|
|
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