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
    06-18-19

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 26.76 0.30
    Ecolab Inc* Basic Materials 28.88 0.21
    Pfizer Inc* Healthcare 0.32 0.16
    Accenture PLC A* Technology 31.88 0.16
    Comcast Corp Class A* Communication Services 27.64 0.14
    Abbott Laboratories* Healthcare 16.22 0.13
    American Tower Corp* Communication Services 36.68 0.11
    Broadcom Inc* Technology 10.39 0.10
    Equinix Inc* RealEstate 44.13 0.10
    Alliance Data Systems Corp* Financial Services -7.54 0.09
    Ross Stores Inc* Consumer Cyclical 23.94 0.09
    Ulta Beauty Inc* Consumer Cyclical 41.81 0.08
    Experian PLC* Industrials 27.40 0.07
    Bank of America Corporation* Financial Services 17.37 0.07
    Goldman Sachs Group Inc* Financial Services 17.71 0.07
    BlackRock Inc* Financial Services 16.06 0.06
    IDEX Corp* Industrials 29.75 0.06
    Allergan PLC* Healthcare -8.63 0.06
    Celanese Corp* Basic Materials 17.68 0.06
    Northrop Grumman Corp* Industrials 28.91 0.06

    Best 5-Year Relative Performance | More
    06-18-19

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

    Worst 5-Year Relative Performance | More
    06-18-19

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

    Lowest Expenses | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 4.80
    Bridge Builder Large Blair A. Boyer 3.80
    Bridge Builder Inter Paul Russell Black 3.60
    Bridge Builder Core Brian J. Brennan 3.50
    Bridge Builder Large Mark Giambrone 3.50

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Munic Lyle J. Fitterer 1.80
    Bridge Builder Small Dennis G. Alff 3.10
    Bridge Builder Small Brian M. Angerame 3.40
    Bridge Builder Core Brian J. Brennan 3.50
    Bridge Builder Large Mark Giambrone 3.50