Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return--5.90-0.186.039.81
    Category Average--5.130.075.0610.06
    Assets for Each Yr*5.857.6822.6432.2547.69
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 9.81 5.41 --

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $47,694 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 35.72 0.37 Very Low
    International Stock -- 12.96 0.42 Very Low
    Municipal Bond -- 6.02 0.21 Very Low
    Taxable Bond 4.0 45.30 0.17 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-16-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 36.45 0.44
    Apple Inc* Technology 49.85 0.41
    Citigroup Inc* Financial Services 22.21 0.33
    Alphabet Inc A* Technology 32.31 0.31
    Facebook Inc A* Technology 56.10 0.29
    Medtronic PLC* Healthcare 13.17 0.29
    Lowe's Companies Inc* Consumer Cyclical 13.88 0.28
    UnitedHealth Group Inc* Healthcare 33.25 0.28
    Schlumberger Ltd* Energy -25.18 0.27
    Amazon.com Inc* Consumer Cyclical 51.66 0.27
    Visa Inc Class A* Financial Services 43.18 0.26
    Alphabet Inc C* Technology 33.77 0.24
    Nike Inc B* Consumer Cyclical 13.65 0.23
    Johnson & Johnson* Healthcare 22.69 0.21
    Coca-Cola Co* Consumer Defensive 14.95 0.21
    Cardinal Health Inc* Healthcare -18.31 0.20
    United Technologies Corp* Industrials 10.03 0.20
    Berkshire Hathaway Inc B* Financial Services 11.70 0.18
    Red Hat Inc* Technology 81.68 0.18
    Honeywell International Inc* Industrials 29.15 0.17

    Best 5-Year Relative Performance | More
    11-16-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    11-16-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    11-16-17

    Highest Expenses | More
    11-16-17

    Longest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 3.70
    Bridge Builder Large Blair A. Boyer 2.40
    Bridge Builder Large Mark Giambrone 2.20
    Bridge Builder Inter Paul Russell Black 2.10
    Bridge Builder Core Brian J. Brennan 2.00

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Small Ryan Crane 1.80
    Bridge Builder Munic Lyle J. Fitterer 1.90
    Bridge Builder Core Brian J. Brennan 2.00
    Bridge Builder Small Dennis G. Alff 2.00
    Bridge Builder Inter Paul Russell Black 2.10