BBLIX : BBH Select Series - Large Cap Fund

BBLIX is a US Stocks Market Large Blend with MODERATE fees.

BBLIX

BBH Select Series - Large Cap Fund

FI Score

49 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

49% FI Score
  • bblix
  • Mutual Fund
  • US Stocks
  • Large Blend

BBH Select Series - Large Cap Fund

Expenses: 0.74% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide investors with long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in large capitalization publicly traded equity securities. It primarily seeks to buy common stock and may also invest in preferred stock. The fund's strategy is based on fundamental business analysis and a long-term orientation that blends aspects of growth and value investing. It is non-diversified.

Largest Holdings

Amount Holding
7.76% Alphabet Inc Class C
6.03% Berkshire Hathaway Inc Class A
5.32% Oracle Corp
4.96% Copart Inc
4.64% Zoetis Inc Class A
4.49% Mastercard Inc A
3.91% Fleetcor Technologies Inc
3.78% Alcon Inc
3.63% Linde PLC
3.60% Diageo PLC ADR
3.60% Arthur J. Gallagher & Co
3.58% Dollar General Corp
3.32% Brown-Forman Corp Class B
3.28% Allegion PLC
3.25% A.O. Smith Corp
3.20% Novartis AG ADR
2.71% Henry Schein Inc
2.69% Comcast Corp Class A
2.68% Colgate-Palmolive Co
2.62% Baxter International Inc
2.55% Celanese Corp Class A
2.36% Nike Inc B
2.15% Waste Management Inc
2.15% Booking Holdings Inc
2.12% Nestle SA ADR

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