Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return5.90-0.186.0311.92--
    Category Average5.130.075.0612.091.41
    Assets for Each Yr*7.6822.6432.2550.4150.41
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 11.92 5.80 --

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $50,405 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 36.16 0.37 Very Low
    International Stock -- 13.27 0.42 Very Low
    Municipal Bond -- 6.05 0.21 Very Low
    Taxable Bond 4.0 44.52 0.17 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 3.29 0.44
    Apple Inc* Technology 4.11 0.41
    Citigroup Inc* Financial Services 3.63 0.33
    Alphabet Inc A* Technology 7.34 0.31
    Facebook Inc A* Technology 1.09 0.29
    Medtronic PLC* Healthcare 5.66 0.29
    Lowe's Companies Inc* Consumer Cyclical 8.64 0.28
    UnitedHealth Group Inc* Healthcare 5.64 0.28
    Schlumberger Ltd* Energy 14.51 0.27
    Amazon.com Inc* Consumer Cyclical 11.58 0.27
    Visa Inc Class A* Financial Services 5.59 0.26
    Alphabet Inc C* Technology 7.20 0.24
    Nike Inc B* Consumer Cyclical 1.39 0.23
    Johnson & Johnson* Healthcare 5.11 0.21
    Coca-Cola Co* Consumer Defensive 1.42 0.21
    Cardinal Health Inc* Healthcare 19.21 0.20
    United Technologies Corp* Industrials 5.02 0.20
    Berkshire Hathaway Inc B* Financial Services 6.09 0.18
    Red Hat Inc* Technology 3.74 0.18
    Honeywell International Inc* Industrials 2.95 0.17

    Best 5-Year Relative Performance | More
    01-16-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    01-16-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    01-16-18

    Highest Expenses | More
    01-16-18

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 3.80
    Bridge Builder Large Blair A. Boyer 2.50
    Bridge Builder Inter Paul Russell Black 2.30
    Bridge Builder Large Mark Giambrone 2.30
    Bridge Builder Core Brian J. Brennan 2.20

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Munic Lyle J. Fitterer 2.00
    Bridge Builder Small Ryan Crane 2.00
    Bridge Builder Core Brian J. Brennan 2.20
    Bridge Builder Small Dennis G. Alff 2.20
    Bridge Builder Inter Paul Russell Black 2.30