NYSE · US Equities - US Style · USA
The companies inside BBHM trade at about what we estimate they are worth. We could give a verdict on 94% of the fund's weight: 29 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 12% in companies in the buy zone, 15% about fairly valued, 68% overvalued, 6% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.81% a year: on $10,000 held flat that is $810 over 10 years and $1,620 over 20.