Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return--5.90-0.186.036.18
    Category Average--5.130.075.066.19
    Assets for Each Yr*5.857.6822.6432.2542.66
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.18 4.63 --

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $42,656 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 35.12 0.42 Very Low
    International Stock -- 12.08 0.46 Very Low
    Municipal Bond -- 6.00 0.25 Very Low
    Taxable Bond 4.0 46.80 0.20 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-27-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 31.03 0.53
    Microsoft Corp* Technology 18.99 0.45
    Alphabet Inc A* Technology 20.20 0.31
    Lowe's Companies Inc* Consumer Cyclical 9.83 0.30
    Amazon.com Inc* Consumer Cyclical 39.49 0.28
    Medtronic PLC* Healthcare 20.13 0.28
    Schlumberger Ltd* Energy -18.07 0.28
    Facebook Inc A* Technology 48.14 0.27
    Visa Inc Class A* Financial Services 28.04 0.26
    Nike Inc B* Consumer Cyclical 15.11 0.24
    UnitedHealth Group Inc* Healthcare 18.91 0.24
    Costco Wholesale Corp* Consumer Defensive 0.22 0.23
    Citigroup Inc* Financial Services 14.29 0.22
    Alphabet Inc C* Technology 21.02 0.21
    Red Hat Inc* Technology 41.92 0.20
    Johnson & Johnson* Healthcare 14.98 0.20
    United Technologies Corp* Industrials 9.48 0.19
    Bank of America Corporation* Financial Services 9.77 0.18
    Coca-Cola Co* Consumer Defensive 13.02 0.18
    Berkshire Hathaway Inc B* Financial Services 6.18 0.18

    Best 5-Year Relative Performance | More
    07-27-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    07-27-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    07-27-17

    Highest Expenses | More
    07-27-17

    Longest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 3.30
    Bridge Builder Large Blair A. Boyer 2.10
    Bridge Builder Large Mark Giambrone 2.10
    Bridge Builder Small Ryan Crane 2.10
    Bridge Builder Munic Lyle J. Fitterer 1.90

    Shortest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core Brian J. Brennan 1.70
    Bridge Builder Small Dennis G. Alff 1.70
    Bridge Builder Inter Paul Russell Black 1.80
    Bridge Builder Munic Lyle J. Fitterer 1.90
    Bridge Builder Large Blair A. Boyer 2.10