Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return5.90-0.186.0311.92-0.61
    Category Average5.130.075.0612.09-0.71
    Assets for Each Yr*7.6822.6432.2550.4153.75
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.61 5.28 --

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $53,747 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 36.17 0.37 Very Low
    International Stock -- 13.74 0.42 Very Low
    Municipal Bond -- 6.18 0.21 Very Low
    Taxable Bond 4.0 43.92 0.17 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 16.32 0.43
    Apple Inc* Technology 12.11 0.39
    Citigroup Inc* Financial Services -4.74 0.35
    Visa Inc Class A* Financial Services 16.03 0.34
    UnitedHealth Group Inc* Healthcare 11.14 0.33
    Medtronic PLC* Healthcare 6.15 0.31
    Schlumberger Ltd* Energy 9.73 0.30
    Facebook Inc A* Technology 5.92 0.29
    Alphabet Inc C* Technology 3.18 0.29
    Nike Inc B* Consumer Cyclical 14.37 0.26
    Amazon.com Inc* Consumer Cyclical 36.97 0.24
    Alphabet Inc A* Technology 3.09 0.22
    Lowe's Companies Inc* Consumer Cyclical 2.77 0.22
    Exxon Mobil Corp* Energy 0.12 0.22
    Johnson & Johnson* Healthcare -11.04 0.22
    Coca-Cola Co* Consumer Defensive -6.73 0.22
    Berkshire Hathaway Inc B* Financial Services -1.15 0.21
    Starbucks Corp* Consumer Cyclical 1.15 0.20
    United Technologies Corp* Industrials 1.11 0.20
    Salesforce.com Inc* Technology 25.30 0.19

    Best 5-Year Relative Performance | More
    05-23-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    05-23-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    05-23-18

    Highest Expenses | More
    05-23-18

    Longest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 4.20
    Bridge Builder Large Blair A. Boyer 2.90
    Bridge Builder Large Mark Giambrone 2.70
    Bridge Builder Inter Paul Russell Black 2.60
    Bridge Builder Small Dennis G. Alff 2.50

    Shortest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core Brian J. Brennan 2.40
    Bridge Builder Munic Lyle J. Fitterer 2.40
    Bridge Builder Small Ryan Crane 2.40
    Bridge Builder Small Dennis G. Alff 2.50
    Bridge Builder Inter Paul Russell Black 2.60