Bridge Builder Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return--5.90-0.186.037.43
    Category Average--5.130.075.067.51
    Assets for Each Yr*5.857.6822.6432.2543.98
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.43 5.11 --

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $43,978 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 35.22 0.42 Very Low
    International Stock -- 12.39 0.46 Very Low
    Municipal Bond -- 6.00 0.25 Very Low
    Taxable Bond 4.0 46.40 0.20 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-22-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 39.54 0.53
    Microsoft Corp* Technology 19.62 0.45
    Alphabet Inc A* Technology 18.67 0.31
    Lowe's Companies Inc* Consumer Cyclical 8.17 0.30
    Amazon.com Inc* Consumer Cyclical 28.94 0.28
    Medtronic PLC* Healthcare 16.03 0.28
    Schlumberger Ltd* Energy -23.35 0.28
    Facebook Inc A* Technology 47.45 0.27
    Visa Inc Class A* Financial Services 34.02 0.26
    Nike Inc B* Consumer Cyclical 7.20 0.24
    UnitedHealth Group Inc* Healthcare 22.57 0.24
    Costco Wholesale Corp* Consumer Defensive 4.40 0.23
    Citigroup Inc* Financial Services 13.56 0.22
    Alphabet Inc C* Technology 19.81 0.21
    Red Hat Inc* Technology 50.49 0.20
    Johnson & Johnson* Healthcare 18.34 0.20
    United Technologies Corp* Industrials 7.38 0.19
    Bank of America Corporation* Financial Services 8.51 0.18
    Coca-Cola Co* Consumer Defensive 11.77 0.18
    Berkshire Hathaway Inc B* Financial Services 10.72 0.18

    Best 5-Year Relative Performance | More
    08-22-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    08-22-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    08-22-17

    Highest Expenses | More
    08-22-17

    Longest Manager Tenure | More
    08-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 3.40
    Bridge Builder Large Blair A. Boyer 2.20
    Bridge Builder Small Ryan Crane 2.20
    Bridge Builder Large Mark Giambrone 2.10
    Bridge Builder Inter Paul Russell Black 1.90

    Shortest Manager Tenure | More
    08-22-17

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