Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return5.90-0.186.0311.92-1.36
    Category Average5.130.075.0612.09-1.73
    Assets for Each Yr*7.6822.6432.2550.4164.56
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.36 5.02 4.17

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $64,564 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 33.41 0.34 Very Low
    International Stock 4.0 12.58 0.38 Very Low
    Municipal Bond 3.0 6.44 0.19 Very Low
    Taxable Bond 4.0 47.57 0.14 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 26.49 0.53
    Medtronic PLC* Healthcare 15.83 0.33
    Alphabet Inc Class C* Technology -0.99 0.31
    UnitedHealth Group Inc* Healthcare 23.27 0.28
    Amazon.com Inc* Consumer Cyclical 39.48 0.27
    Lowe's Companies Inc* Consumer Cyclical 4.77 0.25
    Alphabet Inc A* Technology -0.52 0.24
    TJX Companies Inc* Consumer Cyclical 42.03 0.23
    Wells Fargo & Co* Financial Services -10.37 0.20
    Red Hat Inc* Technology 44.01 0.18
    Citigroup Inc* Financial Services -10.87 0.18
    United Technologies Corp* Industrials 2.86 0.18
    Praxair Inc* Basic Materials 3.05 0.17
    Bank of America Corporation* Financial Services -4.64 0.16
    Accenture PLC A* Technology 7.28 0.16
    Pfizer Inc* Healthcare 23.91 0.15
    Hess Corp* Energy 19.46 0.14
    Costco Wholesale Corp* Consumer Defensive 26.99 0.14
    Fleetcor Technologies Inc* Industrials 1.10 0.14
    Comcast Corp Class A* Communication Services -4.00 0.13

    Best 5-Year Relative Performance | More
    11-13-18

    Fund Name 5-Yr Rank Analyst Report  
    Bridge Builder Core Bond 29 --

    Worst 5-Year Relative Performance | More
    11-13-18

    Fund Name 5-Yr Rank Analyst Report  
    Bridge Builder Core Bond 29 --

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 4.30
    Bridge Builder Large Blair A. Boyer 3.40
    Bridge Builder Large Mark Giambrone 3.20
    Bridge Builder Inter Paul Russell Black 3.00
    Bridge Builder Small Dennis G. Alff 3.00

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Munic Lyle J. Fitterer 1.70
    Bridge Builder Small Ryan Crane 2.80
    Bridge Builder Core Brian J. Brennan 2.90
    Bridge Builder Inter Paul Russell Black 3.00
    Bridge Builder Small Dennis G. Alff 3.00