BBLIX Mutual Fund

BBLIX Mutual Fund

NAV$16.06
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Fund Essentials

Net Assets
$473M
Expense Ratio
0.71%
Dividend Yield (Current)
0.30%
Holdings
34
Inception Date
Sep 9, 2019
Fund Family
Brown Brothers Harriman
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+13.67%
1 Year+13.58%
3 Year+18.78%
5 Year+13.32%

Asset Allocation

Stocks: 100.00%
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Dividend Summary

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Dividend Yield (Current)
0.30%
Frequency
Annually
Latest Distribution
$0.47
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BBLIX Mutual Fund Overview

BBLIX Mutual Fund (BBH Large Cap Fund Class I) is managed by Brown Brothers Harriman with $472.7M in net assets. BBLIX expense ratio is 0.71%, holding 34 positions across various sectors. Inception date: 2019-09-09.

BBLIX performance shows a YTD return of 13.67%. The 1-year return is 13.58% and the 5-year return is 13.32%. BBLIX dividend yield stands at 0.30%, paid annually.

BBLIX top holdings include a diversified portfolio. Go to all BBLIX holdings, BBLIX sectors, or BBLIX dividends.

BBLIX can be compared against other funds. Use BBLIX overlap to find shared positions, or BBLIX vs another fund for a side-by-side view. BBLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.