Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return5.90-0.186.0311.920.27
    Category Average5.130.075.0612.090.22
    Assets for Each Yr*7.6822.6432.2550.4158.80
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.27 5.76 --

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $58,795 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 35.73 0.37 Very Low
    International Stock -- 12.80 0.42 Very Low
    Municipal Bond -- 5.90 0.21 Very Low
    Taxable Bond 4.0 45.58 0.17 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 24.23 0.42
    Apple Inc* Technology 13.86 0.37
    Visa Inc Class A* Financial Services 22.65 0.33
    Schlumberger Ltd* Energy 2.51 0.31
    Alphabet Inc C* Technology 13.61 0.30
    Citigroup Inc* Financial Services -9.10 0.29
    Amazon.com Inc* Consumer Cyclical 55.03 0.27
    UnitedHealth Group Inc* Healthcare 18.09 0.27
    Nike Inc B* Consumer Cyclical 24.35 0.26
    Lowe's Companies Inc* Consumer Cyclical 8.03 0.24
    Coca-Cola Co* Consumer Defensive -0.78 0.23
    Johnson & Johnson* Healthcare -8.62 0.23
    TJX Companies Inc* Consumer Cyclical 25.60 0.22
    Alphabet Inc A* Technology 14.34 0.21
    Ecolab Inc* Basic Materials 7.30 0.20
    Cardinal Health Inc* Healthcare -14.80 0.19
    Red Hat Inc* Technology 22.92 0.19
    United Technologies Corp* Industrials 2.62 0.19
    ConocoPhillips* Energy 32.21 0.18
    Exxon Mobil Corp* Energy 1.51 0.17

    Best 5-Year Relative Performance | More
    07-13-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    07-13-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    07-13-18

    Highest Expenses | More
    07-13-18

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 3.90
    Bridge Builder Large Blair A. Boyer 3.00
    Bridge Builder Inter Paul Russell Black 2.80
    Bridge Builder Large Mark Giambrone 2.80
    Bridge Builder Small Dennis G. Alff 2.70

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core Brian J. Brennan 2.50
    Bridge Builder Munic Lyle J. Fitterer 2.50
    Bridge Builder Small Ryan Crane 2.50
    Bridge Builder Small Dennis G. Alff 2.70
    Bridge Builder Inter Paul Russell Black 2.80