Bridge Builder Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return 5.9 -0.2 6.0 11.9 2.8
Category Average 5.1 0.1 5.1 12.1 2.5
Assets for Each Yr* 7.7 22.6 32.2 50.4 66.5
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 2.77 7.56

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
66,467 $0 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.4 35.02 0.34 Very Low
International Stock 5.0 13.09 0.38 Very Low
Municipal Bond 3.0 5.41 0.19 Very Low
Taxable Bond 3.2 46.47 0.14 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 6.1
Stocks 60.5
Bonds 33.0
Other 0.4
Annual Turnover % 117
% Assets in Top 10 2.8
 
Sector Breakdown (% of stocks) 
Sensitive 38.9
Communication Services 2.4
Energy 6.9
Industrials 12.0
Technology 17.7
Cyclical 39.9
Basic Materials 4.8
Consumer Cyclical 14.6
Financial Services 17.8
Real Estate 2.7
Defensive 21.2
Consumer Defensives 7.3
Healthcare 11.9
Utilities 2.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-19-18

  Sector YTD Return % % Net Assets  
  Microsoft Corp* Technology 25.30 0.53
  Visa Inc Class A* Financial Services 17.84 0.34
  Alphabet Inc Class C* Technology 3.15 0.31
  UnitedHealth Group Inc* Healthcare 17.79 0.28
  Schlumberger Ltd* Energy -10.05 0.28
  Lowe's Companies Inc* Consumer Cyclical 13.55 0.25
  Alphabet Inc A* Technology 3.55 0.24
  Johnson & Johnson* Healthcare -2.32 0.22
  Wells Fargo & Co* Financial Services -13.22 0.20
  Starbucks Corp* Consumer Cyclical -2.80 0.19
  Coca-Cola Co* Consumer Defensive -0.15 0.19
  Citigroup Inc* Financial Services -6.64 0.18
  Berkshire Hathaway Inc B* Financial Services 3.52 0.18
  Red Hat Inc* Technology -2.26 0.18
  Accenture PLC A* Technology 2.77 0.16
  Bank of America Corporation* Financial Services -2.61 0.16
  Alliance Data Systems Corp* Financial Services -15.81 0.14
  Automatic Data Processing Inc* Industrials 19.63 0.14
  Fleetcor Technologies Inc Industrials 4.25 0.14
  Honeywell International Inc* Industrials 1.63 0.14
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Best 5-Year Relative Performance | More
10-19-18

Fund Name 5-Yr Rank Analyst Report

Worst 5-Year Relative Performance | More
10-19-18

Fund Name 5-Yr Rank Analyst Report

Lowest Expenses | More
10-19-18

Highest Expenses | More
10-19-18

Longest Manager Tenure | More
10-19-18

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 Large Cap Value Mark Giambrone 3
Bridge Builder Small/Mid Cap Value Dennis G. Alff 3
Bridge Builder International Equity Paul Russell Black 3

Shortest Manager Tenure | More
10-19-18

Fund Name Manager Name Average Manager Tenure
Bridge Builder Municipal Bond Lyle J. Fitterer 2
Bridge Builder Core Plus Bond Brian J. Brennan 3
Bridge Builder Small/Mid Cap Growth Ryan Crane 3
Bridge Builder International Equity Paul Russell Black 3
Bridge Builder Small/Mid Cap Value Dennis G. Alff 3
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