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BBH Core Select N (BBTEX) Fund Ranking and Research

Ranking, Research and Recommendation of BBH Core Select N (BBTEX) Fund

    Last Trade: $22.83 on 9/25/2017, Change: -0.05 (-0.22%)

 

Graph of BBH Core Select N Fund (BBTEX) ManagerFund Manager - Timothy E. Hartch

Fund Manager Information

Fund Manager Tenure: 12.0 years
Fund Family: BBH
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)
Honorable Mentioning: Kiplinger (2011),

 

Graph of BBH Core Select N Fund (BBTEX) ProfileBBH Core Select N Fund (BBTEX) Profile

Fund Profile and Description

BBH Core Select N Fund seeks long-term growth of capital on an after-tax basis. BBH Core Select N 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. BBH Core Select N Fund is non-diversified.

 

BBH Core Select N (BBTEX) Fund Strength What we like about BBH Core Select N (BBTEX) Fund

Data for BBH Core Select N Fund (BBTEX) as of May 30, 2016

  • BBH Core Select N Fund (BBTEX) management has been with BBH Core Select N Fund for 12.0 years
  • BBH Core Select N Fund (BBTEX) has good short-term performance (1-year return 0.49% vs -1.15% Large Blend category median performance)
  • BBH Core Select N Fund (BBTEX) ratio of up-years vs down years is greater than 2
  • BBH Core Select N Fund (BBTEX) has a Morningstar rating of 4 and above
  • BBH Core Select N Fund (BBTEX) has an annual stock turnover rate of 8.00% vs Large Blend average of 53.12%. It is good that BBH Core Select N management does not trade extensively for its return.
  • BBH Core Select N Fund (BBTEX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.66, lower than category average of 11.67
  • BBH Core Select N Fund (BBTEX) has a lower expense ratio than its Large Blend average: 1.00% vs 1.02%
  • BBH Core Select N Fund (BBTEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BBH Core Select N Fund (BBTEX) Weakness What we are cautious about BBH Core Select N (BBTEX) Fund

Data for BBH Core Select N Fund (BBTEX) as of May 30, 2016

  • BBH Core Select N Fund (BBTEX) has a less-than-ideal mid-term performance (3-year return 6.76% vs 9.43% Large Blend category median performance)
  • BBH Core Select N Fund (BBTEX) has a less-than-ideal Long-term performance (5-year return 9.58% vs 10.15% Large Blend category median performance)
  • BBH Core Select N Fund (BBTEX) is less safe compared to its Large Blend peers
See BBH Core Select N Fund (BBTEX) performance details as of May 30, 2016

 

What do you think?

 

Compare BBH Core Select N Fund (BBTEX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BBH Core Select N3.680.496.769.58
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare BBH Core Select N Fund (BBTEX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of BBH Core Select N Fund (BBTEX) Net Asset TrackingBBH Core Select N (BBTEX) Fund Net Asset

Track net asset change of BBH Core Select N fund (BBTEX)

DateNet Asset
05/2016$4.02B
03/2016$4.13B
02/2016$4.03B
More historic net asset information on BBH Core Select N Fund (BBTEX)

  

Graph of BBH Core Select N Fund (BBTEX) Portfolio TrackingBBH Core Select N (BBTEX) Fund Portfolio Allocation

Track portfolio allocation change of BBH Core Select N fund (BBTEX)

DateCashStockBondOther
05/20168.08%91.93%0%0%
03/20168.45%91.55%0%0%
02/20167.63%92.37%0%0%
Click here to see more historic asset allocation information on BBH Core Select N Fund (BBTEX)

 

graph of BBH Core Select N Fund (BBTEX) Top 10 Position TrackingTop 10 Holdings in BBH Core Select N (BBTEX) Fund

Discover what BBH Core Select N Fund (BBTEX) manager is buying

May 30, 2016
Berkshire Hathaway Inc A [6.59%]
Comcast Corporation [6.38%]
Oracle Corporation Common Stock [6.16%]
U.S. Bancorp Common Stock [5.5%]
Wells Fargo & Company Common St [4.93%]
Alphabet Inc. [4.53%]
Novartis AG Common Stock [4.25%]
Zoetis Inc. Class A Common Stoc [3.96%]
NESTLE SA REG SHRS S [3.73%]
Microsoft Corporation [3.57%]

Mar 30, 2016
Berkshire Hathaway Inc A [6.69%]
Oracle Corporation Common Stock [6.44%]
Comcast Corporation [6.3%]
U.S. Bancorp Common Stock [5.37%]
Wells Fargo & Company Common St [4.83%]
Alphabet Inc. [4.75%]
Novartis AG Common Stock [3.88%]
Microsoft Corporation [3.84%]
Zoetis Inc. Class A Common Stoc [3.83%]
NESTLE SA REG SHRS S [3.8%]

Feb 28, 2016
Berkshire Hathaway Inc A [6.59%]
Comcast Corporation [6.41%]
Oracle Corporation Common Stock [6.12%]
U.S. Bancorp Common Stock [5.32%]
Wells Fargo & Company Common St [5%]
Alphabet Inc. [4.76%]
NESTLE SA REG SHRS S [3.84%]
Microsoft Corporation [3.82%]
Zoetis Inc. Class A Common Stoc [3.76%]
Novartis AG Common Stock [3.72%]
Click here for Stock Holding Change Map in BBH Core Select N Fund (BBTEX)

  

Latest News on BBH Core Select N (BBTEX) Fund

See what is happening with BBH Core Select N Fund (BBTEX)

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BBH Core Select N Fund (BBTEX) Related ResourcesSee more information on BBH Core Select N (BBTEX) Fund

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