Bridge Builder Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return--5.90-0.186.034.52
    Category Average--5.130.075.064.58
    Assets for Each Yr*5.857.6822.6432.2540.16
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 4.52 4.49 --

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $40,156 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 34.71 0.42 Very Low
    International Stock -- 11.55 0.46 Very Low
    Municipal Bond -- 5.95 0.25 Very Low
    Taxable Bond 4.0 47.79 0.20 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 33.66 0.46
    Microsoft Corp* Technology 13.84 0.44
    Alphabet Inc A* Technology 25.34 0.32
    Schlumberger Ltd* Energy -15.91 0.28
    Amazon.com Inc* Consumer Cyclical 32.79 0.26
    Visa Inc Class A* Financial Services 21.76 0.25
    Lowe's Companies Inc* Consumer Cyclical 14.75 0.23
    Alphabet Inc C* Technology 25.87 0.22
    Facebook Inc A* Technology 32.23 0.22
    Medtronic PLC* Healthcare 20.06 0.21
    Nike Inc B* Consumer Cyclical 3.82 0.21
    Costco Wholesale Corp* Consumer Defensive 16.05 0.21
    Citigroup Inc* Financial Services 4.98 0.19
    Bank of America Corporation* Financial Services 5.50 0.19
    Johnson & Johnson* Healthcare 11.59 0.19
    Red Hat Inc* Technology 27.09 0.19
    Core Laboratories NV* Energy -13.52 0.18
    United Technologies Corp* Industrials 12.36 0.18
    Accenture PLC A* Technology 5.95 0.17
    UnitedHealth Group Inc* Healthcare 11.30 0.17

    Best 5-Year Relative Performance | More
    05-26-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    05-26-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 3.10
    Bridge Builder Large Blair A. Boyer 1.90
    Bridge Builder Large Mark Giambrone 1.90
    Bridge Builder Small Ryan Crane 1.90
    Bridge Builder Munic Lyle J. Fitterer 1.70

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core Brian J. Brennan 1.60
    Bridge Builder Inter Paul Russell Black 1.60
    Bridge Builder Small Dennis G. Alff 1.60
    Bridge Builder Munic Lyle J. Fitterer 1.70
    Bridge Builder Large Blair A. Boyer 1.90