Bridge Builder Fund Family Report
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  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return--5.90-0.186.037.70
    Category Average--5.130.075.067.90
    Assets for Each Yr*5.857.6822.6432.2545.03
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.70 4.83 --

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $45,029 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 34.95 0.37 Very Low
    International Stock -- 12.49 0.42 Very Low
    Municipal Bond -- 6.06 0.21 Very Low
    Taxable Bond 4.0 46.50 0.17 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-18-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 22.84 0.44
    Apple Inc* Technology 38.58 0.41
    Citigroup Inc* Financial Services 19.87 0.33
    Alphabet Inc A* Technology 17.33 0.31
    Facebook Inc A* Technology 47.77 0.29
    Medtronic PLC* Healthcare 16.93 0.29
    Lowe's Companies Inc* Consumer Cyclical 10.77 0.28
    UnitedHealth Group Inc* Healthcare 25.17 0.28
    Schlumberger Ltd* Energy -17.37 0.27
    Amazon.com Inc* Consumer Cyclical 29.91 0.27
    Visa Inc Class A* Financial Services 35.00 0.26
    Alphabet Inc C* Technology 18.55 0.24
    Nike Inc B* Consumer Cyclical 6.32 0.23
    Johnson & Johnson* Healthcare 19.66 0.21
    Coca-Cola Co* Consumer Defensive 13.89 0.21
    Cardinal Health Inc* Healthcare -5.54 0.20
    United Technologies Corp* Industrials 4.72 0.20
    Berkshire Hathaway Inc B* Financial Services 11.34 0.18
    Red Hat Inc* Technology 54.15 0.18
    Honeywell International Inc* Industrials 20.56 0.17

    Best 5-Year Relative Performance | More
    09-18-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    09-18-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    09-18-17

    Highest Expenses | More
    09-18-17

    Longest Manager Tenure | More
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 3.50
    Bridge Builder Large Blair A. Boyer 2.20
    Bridge Builder Large Mark Giambrone 2.20
    Bridge Builder Small Ryan Crane 2.20
    Bridge Builder Munic Lyle J. Fitterer 2.00

    Shortest Manager Tenure | More
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core Brian J. Brennan 1.90
    Bridge Builder Inter Paul Russell Black 1.90
    Bridge Builder Small Dennis G. Alff 1.90
    Bridge Builder Munic Lyle J. Fitterer 2.00
    Bridge Builder Large Blair A. Boyer 2.20