New York, NY, December 19, 2017 – Brown Brothers Harriman & Co. (BBH) is pleased to announce that the BBH Limited Duration Fund (BBBMX) has been named to the Q4 2017 Schwab Mutual Fund OneSource Select List®.
Mutual funds on the list are rigorously screened by Charles Schwab Investment Advisory, Inc. (CSIA) based on factors such as risk, performance and expense.
“We are pleased the BBH Limited Duration Fund has been named by CSIA to its highly respected Mutual Fund OneSource Select List®. We believe the consistent performance arises from Brown Brothers Harriman’s unique valuation framework and comprehensive review criteria," said Andrew Hofer, head of taxable fixed income at BBH and co-manager of the BBH Limited Duration Fund.
The BBH Limited Duration Fund invests in a well-diversified portfolio of high quality fixed income instruments and seeks to provide maximum total return, consistent with preservation of capital and prudent investment management.
The fund’s investments are primarily focused on notes and bonds issued by domestic and foreign corporations, financial institutions and U.S. government, government agency and government guaranteed issuers. The fund may also purchase asset backed securities, mortgage backed securities and other sovereign debt as well as repurchase agreements and derivative instruments.
About Brown Brothers Harriman
BBH is a privately held financial institution that has been a thought leader and solutions provider for nearly 200 years. The firm operates three primary businesses: Investment Management, Private Banking and Investor Services. BBH’s culture of accountability fosters deep and lasting relationships built on commitment, adaptability and trust. The company is independent, selective and specialized by design.
BBH, a New York limited partnership, was founded in 1818 and provides investment advice to registered mutual funds through a separately identifiable department (the “SID”). The SID is registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940, as amended. BBH acts as the Fund Administrator and is located at 140 Broadway, New York, NY 10005.
Shares of the Fund are distributed by ALPS Distributors, Inc. and is located at 1290 Broadway, Suite 1100, Denver, CO 80203.
The value of some bonds including asset-backed and mortgage-backed securities may be sensitive to changes in prevailing interest rates that can cause a decline in their prices. Mortgage related securities are subject to prepayment and extension risk. Derivative instruments entail potentially higher volatility and risk of loss compared to traditional stock or bond investments.
For more complete information, visit www.bbhfunds.com for a prospectus. You should consider the fund's investment objectives, risks, charges and expenses carefully before you invest. Information about these and other important subjects is in the fund's prospectus, which you should read carefully before investing.
NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE
IM-04605-2017-11-29 BBH002100 Expiration Date 11/30/2019