Bridge Builder Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return --- 5.9 -0.2 6.0 8.9
Category Average --- 5.1 0.1 5.1 9.0
Assets for Each Yr* 5.9 7.7 22.6 32.2 46.3
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 8.93 5.44

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
46,329 $0 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- 35.54 0.37 Very Low
International Stock --- 12.73 0.42 Very Low
Municipal Bond --- 6.02 0.21 Very Low
Taxable Bond 4.0 45.71 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 6.0
Stocks 59.8
Bonds 33.8
Other 0.4
Annual Turnover % 121
% Assets in Top 10 3.2
 
Sector Breakdown (% of stocks) 
Sensitive 37.9
Communication Services 2.1
Energy 5.9
Industrials 12.6
Technology 17.3
Cyclical 38.8
Basic Materials 5.0
Consumer Cyclical 13.7
Financial Services 17.6
Real Estate 2.6
Defensive 23.3
Consumer Defensives 8.4
Healthcare 13.5
Utilities 1.3

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-18-17

  Sector YTD Return % % Net Assets  
  Microsoft Corp* Technology 26.78 0.44
  Apple Inc* Technology 39.52 0.41
  Citigroup Inc* Financial Services 24.11 0.33
  Alphabet Inc A* Technology 27.80 0.31
  Facebook Inc A* Technology 53.00 0.29
  Medtronic PLC* Healthcare 12.23 0.29
  Lowe's Companies Inc* Consumer Cyclical 15.10 0.28
  UnitedHealth Group Inc* Healthcare 29.56 0.28
  Schlumberger Ltd* Energy -19.70 0.27
  Amazon.com Inc* Consumer Cyclical 32.96 0.27
  Visa Inc Class A* Financial Services 38.80 0.26
  Alphabet Inc C* Technology 28.63 0.24
  Nike Inc B* Consumer Cyclical 3.95 0.23
  Johnson & Johnson* Healthcare 24.26 0.21
  Coca-Cola Co* Consumer Defensive 14.59 0.21
  Cardinal Health Inc* Healthcare -8.19 0.20
  United Technologies Corp* Industrials 10.56 0.20
  Berkshire Hathaway Inc B* Financial Services 15.26 0.18
  Red Hat Inc* Technology 73.16 0.18
  Honeywell International Inc* Industrials 25.54 0.17
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Best 5-Year Relative Performance | More
10-18-17

Fund Name 5-Yr Rank Analyst Report

Worst 5-Year Relative Performance | More
10-18-17

Fund Name 5-Yr Rank Analyst Report

Lowest Expenses | More
10-18-17

Highest Expenses | More
10-18-17

Longest Manager Tenure | More
10-18-17

Fund Name Manager Name Average Manager Tenure
Bridge Builder Core Bond M. Sharon deGuzman 4
Bridge Builder Large Cap Growth Blair A. Boyer 2
Bridge Builder Large Cap Value Mark Giambrone 2
Bridge Builder Small/Mid Cap Growth Ryan Crane 2
Bridge Builder Municipal Bond Lyle J. Fitterer 2

Shortest Manager Tenure | More
10-18-17

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