Bridge Builder Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return --- 5.9 -0.2 6.0 11.0
Category Average --- 5.1 0.1 5.1 11.3
Assets for Each Yr* 5.9 7.7 22.6 32.2 49.1
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 11.04 5.56

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
49,146 $0 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- 36.25 0.37 Very Low
International Stock --- 13.07 0.42 Very Low
Municipal Bond --- 5.96 0.21 Very Low
Taxable Bond 4.0 44.71 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 6.8
Stocks 59.7
Bonds 33.2
Other 0.2
Annual Turnover % 115
% Assets in Top 10 3.2
 
Sector Breakdown (% of stocks) 
Sensitive 38.7
Communication Services 2.2
Energy 6.3
Industrials 12.7
Technology 17.6
Cyclical 38.6
Basic Materials 4.8
Consumer Cyclical 13.5
Financial Services 17.7
Real Estate 2.6
Defensive 22.7
Consumer Defensives 8.1
Healthcare 13.2
Utilities 1.4

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-15-17

  Sector YTD Return % % Net Assets  
  Microsoft Corp* Technology 42.32 0.44
  Apple Inc* Technology 52.33 0.41
  Citigroup Inc* Financial Services 27.43 0.33
  Alphabet Inc A* Technology 35.28 0.31
  Facebook Inc A* Technology 56.61 0.29
  Medtronic PLC* Healthcare 19.12 0.29
  Lowe's Companies Inc* Consumer Cyclical 24.03 0.28
  UnitedHealth Group Inc* Healthcare 40.40 0.28
  Schlumberger Ltd* Energy -23.66 0.27
  Amazon.com Inc* Consumer Cyclical 57.25 0.27
  Visa Inc Class A* Financial Services 46.77 0.26
  Alphabet Inc C* Technology 37.88 0.24
  Nike Inc B* Consumer Cyclical 28.92 0.23
  Johnson & Johnson* Healthcare 26.53 0.21
  Coca-Cola Co* Consumer Defensive 14.98 0.21
  Cardinal Health Inc* Healthcare -10.29 0.20
  United Technologies Corp* Industrials 17.58 0.20
  Berkshire Hathaway Inc B* Financial Services 21.35 0.18
  Red Hat Inc* Technology 84.76 0.18
  Honeywell International Inc* Industrials 35.51 0.17
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Best 5-Year Relative Performance | More
12-15-17

Fund Name 5-Yr Rank Analyst Report

Worst 5-Year Relative Performance | More
12-15-17

Fund Name 5-Yr Rank Analyst Report

Lowest Expenses | More
12-15-17

Highest Expenses | More
12-15-17

Longest Manager Tenure | More
12-15-17

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 2
Bridge Builder Large Cap Value Mark Giambrone 2
Bridge Builder Core Plus Bond Brian J. Brennan 2

Shortest Manager Tenure | More
12-15-17

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