Bridge Builder Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return5.90-0.186.0311.922.95
    Category Average5.130.075.0612.092.72
    Assets for Each Yr*7.6822.6432.2550.4166.23
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.95 7.30 --

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $66,234 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 35.10 0.34 Very Low
    International Stock 5.0 12.92 0.38 Very Low
    Municipal Bond -- 5.40 0.19 Very Low
    Taxable Bond 4.0 46.58 0.14 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.06 0.53
    Schlumberger Ltd* Energy -6.91 0.28
    UnitedHealth Group Inc* Healthcare 21.51 0.28
    Wells Fargo & Co* Financial Services -6.99 0.20
    Berkshire Hathaway Inc B* Financial Services 11.47 0.18
    Citigroup Inc* Financial Services 0.54 0.18
    Accenture PLC A* Technology 13.97 0.16
    Bank of America Corporation* Financial Services 6.33 0.16
    Pfizer Inc* Healthcare 22.25 0.15
    Costco Wholesale Corp* Consumer Defensive 26.53 0.14
    Honeywell International Inc* Industrials 9.57 0.14
    Comcast Corp Class A* Communication Services -5.47 0.13
    Oracle Corp* Technology 5.75 0.13
    JPMorgan Chase & Co* Financial Services 11.56 0.12
    PNC Financial Services Group Inc* Financial Services -0.21 0.12
    SunTrust Banks Inc* Financial Services 9.89 0.12
    Air Lease Corp Class A* Industrials -4.30 0.10
    Celanese Corp* Basic Materials 8.49 0.10
    Procter & Gamble Co* Consumer Defensive -6.26 0.10
    Union Pacific Corp* Industrials 23.09 0.10

    Best 5-Year Relative Performance | More
    09-19-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    09-19-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    09-19-18

    Highest Expenses | More
    09-19-18

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 4.10
    Bridge Builder Large Blair A. Boyer 3.20
    Bridge Builder Large Mark Giambrone 3.00
    Bridge Builder Small Dennis G. Alff 2.90
    Bridge Builder Inter Paul Russell Black 2.80

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core Brian J. Brennan 2.70
    Bridge Builder Munic Lyle J. Fitterer 2.70
    Bridge Builder Small Ryan Crane 2.70
    Bridge Builder Inter Paul Russell Black 2.80
    Bridge Builder Small Dennis G. Alff 2.90