BBNIX Mutual Fund

BBNIX Mutual Fund

NAV$8.50
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Fund Essentials - as of Apr 30, 2026

Net Assets
$2.5B
Expense Ratio
0.44%
Dividend Yield (Current)
5.27%
Holdings
367
Inception Date
Jun 27, 2018
Fund Family
Brown Brothers Harriman
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD-1.11%
1 Year+2.07%
3 Year+5.37%
5 Year+0.96%

Asset Allocation

Bonds: 99.29%
Other: 0.71%
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Top Holdings

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TickerNameWeight
-Future Contract On Us 10Yr Ultra Fut Jun26 0.000000007.41%
-Future Contract On Us 10Yr Note (Cbt)Jun26 0.000000007.12%
T 3.375 05/15/33Treasury Note (Otr) 3.38% May 15, 20337.06%
-Future Contract On Us 5Yr Note (Cbt) Jun26 0.000000003.93%
T 4.75 02/15/37Us Treasury N/B 02/37 4.753.18%
Top 10 Concentration: 40.87%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
5.27%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

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

BBNIX Mutual Fund Overview

BBNIX Mutual Fund (BBH Income Fund Class I) is managed by Brown Brothers Harriman with $2.52B in net assets. BBNIX expense ratio is 0.44%, holding 367 positions across sectors including Financials, Utilities, Health Care. Inception date: 2018-06-27.

BBNIX performance shows a YTD return of -1.11%. The 1-year return is 2.07% and the 5-year return is 0.96%. BBNIX dividend yield stands at 5.27%, paid monthly.

BBNIX top holdings include Future Contract On Us 10Yr Ultra Fut Jun26 0.00000000 (7.4%), Future Contract On Us 10Yr Note (Cbt)Jun26 0.00000000 (7.1%), Treasury Note (Otr) 3.38% May 15, 2033 (7.1%), Future Contract On Us 5Yr Note (Cbt) Jun26 0.00000000 (3.9%), Us Treasury N/B 02/37 4.75 (3.2%). Go to all BBNIX holdings, BBNIX sectors, or BBNIX dividends.

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