Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-0.186.0311.92-2.8412.59
    Category Average0.045.1512.18-3.7211.83
    Assets for Each Yr*22.6432.2550.4163.5274.28
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 12.59 6.87 5.76

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $74,279 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 33.63 0.34 Very Low
    International Stock 4.0 14.29 0.38 Very Low
    Municipal Bond 3.0 7.20 0.19 Very Low
    Taxable Bond 4.7 20.51 0.14 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.69 0.58
    Medtronic PLC* Healthcare 17.73 0.37
    Visa Inc Class A* Financial Services 33.38 0.36
    Alphabet Inc Class C* Technology 11.17 0.28
    Apple Inc* Technology 29.90 0.28
    UnitedHealth Group Inc* Healthcare -6.62 0.27
    Nike Inc B* Consumer Cyclical 9.09 0.22
    TJX Companies Inc* Consumer Cyclical 20.13 0.19
    Alphabet Inc A* Technology 10.39 0.18
    Salesforce.com Inc* Technology 10.66 0.18
    Mettler-Toledo International Inc* Healthcare 13.66 0.17
    Lowe's Companies Inc* Consumer Cyclical 16.83 0.17
    Procter & Gamble Co* Consumer Defensive 30.04 0.15
    The Estee Lauder Companies Inc C* Consumer Defensive 52.20 0.14
    Automatic Data Processing Inc* Industrials 26.89 0.13
    Costco Wholesale Corp* Consumer Defensive 35.11 0.12
    Dollar General Corp* Consumer Defensive 27.61 0.12
    EOG Resources Inc* Energy -16.89 0.12
    Autodesk Inc* Technology 11.96 0.12
    Equinix Inc* RealEstate 57.93 0.12

    Best 5-Year Relative Performance | More
    08-23-19

    Fund Name 5-Yr Rank Analyst Report  
    Bridge Builder Core Bond 4 --

    Worst 5-Year Relative Performance | More
    08-23-19

    Fund Name 5-Yr Rank Analyst Report  
    Bridge Builder Core Bond 4 --

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 5.00
    Bridge Builder Large Blair A. Boyer 3.90
    Bridge Builder Inter Paul Russell Black 3.80
    Bridge Builder Large Mark Giambrone 3.70
    Bridge Builder Core Brian J. Brennan 3.60

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Munic Lyle J. Fitterer 2.00
    Bridge Builder Small Dennis G. Alff 3.20
    Bridge Builder Core Brian J. Brennan 3.60
    Bridge Builder Small Brian M. Angerame 3.60
    Bridge Builder Large Mark Giambrone 3.70