Bridge Builder Mutual Fund Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return 5.9 -0.2 6.0 11.9 0.3
Category Average 5.1 0.1 5.1 12.1 0.2
Assets for Each Yr* 7.7 22.6 32.2 50.4 58.8
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 0.27 5.76

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
58,795 $0 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.5 35.73 0.37 Very Low
International Stock --- 12.80 0.42 Very Low
Municipal Bond --- 5.90 0.21 Very Low
Taxable Bond 4.0 45.58 0.17 Very Low
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
1 0 1
0 1 1
0 0 0
Asset Allocation %
Cash 5.9
Stocks 60.3
Bonds 33.6
Other 0.2
Annual Turnover % 116
% Assets in Top 10 3.1
 
Sector Breakdown (% of stocks) 
Sensitive 38.3
Communication Services 2.2
Energy 6.6
Industrials 12.3
Technology 17.1
Cyclical 40.1
Basic Materials 4.7
Consumer Cyclical 14.4
Financial Services 18.5
Real Estate 2.5
Defensive 21.6
Consumer Defensives 7.6
Healthcare 12.5
Utilities 1.5

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-13-18

  Sector YTD Return % % Net Assets  
  Microsoft Corp* Technology 24.23 0.42
  Apple Inc* Technology 13.86 0.37
  Visa Inc Class A* Financial Services 22.65 0.33
  Schlumberger Ltd* Energy 2.51 0.31
  Alphabet Inc C* Technology 13.61 0.30
  Citigroup Inc* Financial Services -9.10 0.29
  Amazon.com Inc* Consumer Cyclical 55.03 0.27
  UnitedHealth Group Inc* Healthcare 18.09 0.27
  Nike Inc B* Consumer Cyclical 24.35 0.26
  Lowe's Companies Inc* Consumer Cyclical 8.03 0.24
  Coca-Cola Co* Consumer Defensive -0.78 0.23
  Johnson & Johnson* Healthcare -8.62 0.23
  TJX Companies Inc* Consumer Cyclical 25.60 0.22
  Alphabet Inc A* Technology 14.34 0.21
  Ecolab Inc* Basic Materials 7.30 0.20
  Cardinal Health Inc* Healthcare -14.80 0.19
  Red Hat Inc* Technology 22.92 0.19
  United Technologies Corp* Industrials 2.62 0.19
  ConocoPhillips* Energy 32.21 0.18
  Exxon Mobil Corp* Energy 1.51 0.17
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Best 5-Year Relative Performance | More
07-13-18

Fund Name 5-Yr Rank Analyst Report

Worst 5-Year Relative Performance | More
07-13-18

Fund Name 5-Yr Rank Analyst Report

Lowest Expenses | More
07-13-18

Highest Expenses | More
07-13-18

Longest Manager Tenure | More
07-13-18

Fund Name Manager Name Average Manager Tenure
Bridge Builder Core Bond M. Sharon deGuzman 4
Bridge Builder Large Cap Growth Blair A. Boyer 3
Bridge Builder International Equity Paul Russell Black 3
Bridge Builder Large Cap Value Mark Giambrone 3
Bridge Builder Small/Mid Cap Value Dennis G. Alff 3

Shortest Manager Tenure | More
07-13-18

Fund Name Manager Name Average Manager Tenure
Bridge Builder Core Plus Bond Brian J. Brennan 3
Bridge Builder Municipal Bond Lyle J. Fitterer 3
Bridge Builder Small/Mid Cap Growth Ryan Crane 3
Bridge Builder Small/Mid Cap Value Dennis G. Alff 3
Bridge Builder International Equity Paul Russell Black 3
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