Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.186.0311.92-2.846.37
    Category Average0.075.0612.09-3.696.34
    Assets for Each Yr*22.6432.2550.4163.5267.93
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 6.37 7.61 4.91

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $67,934 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 33.94 0.34 Very Low
    International Stock 4.0 13.16 0.38 Very Low
    Municipal Bond 3.0 6.55 0.19 Very Low
    Taxable Bond 4.0 46.35 0.14 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 16.16 0.50
    Alphabet Inc Class C* Technology 18.19 0.29
    Alphabet Inc A* Technology 17.37 0.23
    Ecolab Inc* Basic Materials 18.72 0.21
    Berkshire Hathaway Inc B* Financial Services -0.45 0.21
    Wells Fargo & Co* Financial Services 10.35 0.19
    Salesforce.com Inc* Technology 19.38 0.17
    Accenture PLC A* Technology 17.91 0.16
    Pfizer Inc* Healthcare -2.57 0.16
    United Technologies Corp* Industrials 18.37 0.15
    Comcast Corp Class A* Communication Services 15.92 0.14
    Chevron Corp* Energy 15.71 0.14
    Abbott Laboratories* Healthcare 10.96 0.13
    American Express Co* Financial Services 16.62 0.13
    Workday Inc Class A* Technology 20.69 0.13
    Mettler-Toledo International Inc* Healthcare 26.04 0.13
    The Estee Lauder Companies Inc C* Consumer Defensive 23.07 0.12
    Oracle Corp* Technology 17.01 0.12
    Walt Disney Co* Consumer Cyclical 0.31 0.12
    American Tower Corp* Communication Services 21.08 0.11

    Best 5-Year Relative Performance | More
    03-20-19

    Fund Name 5-Yr Rank Analyst Report  
    Bridge Builder Core Bond 19 --

    Worst 5-Year Relative Performance | More
    03-20-19

    Fund Name 5-Yr Rank Analyst Report  
    Bridge Builder Core Bond 19 --

    Lowest Expenses | More
    03-20-19

    Highest Expenses | More
    03-20-19

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 4.60
    Bridge Builder Large Blair A. Boyer 3.50
    Bridge Builder Inter Paul Russell Black 3.30
    Bridge Builder Core Brian J. Brennan 3.20
    Bridge Builder Large Mark Giambrone 3.20

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Munic Lyle J. Fitterer 2.10
    Bridge Builder Small Dennis G. Alff 2.80
    Bridge Builder Core Brian J. Brennan 3.20
    Bridge Builder Large Mark Giambrone 3.20
    Bridge Builder Small Brian M. Angerame 3.20