Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-0.186.0311.92-2.847.99
    Category Average0.045.1512.18-3.727.47
    Assets for Each Yr*22.6432.2550.4163.5270.57
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.99 6.41 4.86

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $70,569 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 32.48 0.34 Very Low
    International Stock 4.0 14.07 0.38 Very Low
    Municipal Bond -- 7.33 0.19 Very Low
    Taxable Bond -- 21.16 0.14 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 31.18 0.50
    Visa Inc Class A* Financial Services 28.73 0.31
    Alphabet Inc Class C* Technology 5.13 0.29
    Alphabet Inc A* Technology 4.41 0.23
    Lowe's Companies Inc* Consumer Cyclical 7.82 0.20
    Nike Inc B* Consumer Cyclical 13.37 0.19
    Salesforce.com Inc* Technology 10.49 0.17
    TJX Companies Inc* Consumer Cyclical 19.01 0.16
    United Technologies Corp* Industrials 18.60 0.15
    Yum Brands Inc* Consumer Cyclical 19.47 0.14
    Automatic Data Processing Inc* Industrials 26.62 0.13
    Workday Inc Class A* Technology 30.55 0.13
    Costco Wholesale Corp* Consumer Defensive 28.09 0.12
    DowDuPont Inc* Basic Materials -9.22 0.12
    The Estee Lauder Companies Inc C* Consumer Defensive 37.44 0.12
    American Tower Corp* Communication Services 32.69 0.11
    Autodesk Inc* Technology 26.21 0.11
    Broadcom Inc* Technology 11.79 0.10
    Equinix Inc* RealEstate 45.29 0.10
    Alliance Data Systems Corp* Financial Services -5.62 0.09

    Best 5-Year Relative Performance | More
    06-13-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    06-13-19

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

    Lowest Expenses | More
    06-13-19

    Highest Expenses | More
    06-13-19

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 4.80
    Bridge Builder Large Blair A. Boyer 3.70
    Bridge Builder Inter Paul Russell Black 3.60
    Bridge Builder Large Mark Giambrone 3.50
    Bridge Builder Core Brian J. Brennan 3.40

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Small Dennis G. Alff 3.00
    Bridge Builder Core Brian J. Brennan 3.40
    Bridge Builder Small Brian M. Angerame 3.40
    Bridge Builder Large Mark Giambrone 3.50
    Bridge Builder Inter Paul Russell Black 3.60