Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return--5.90-0.186.035.80
    Category Average--5.130.075.065.83
    Assets for Each Yr*5.857.6822.6432.2541.59
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 5.80 4.53 --

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $41,586 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 34.85 0.42 Very Low
    International Stock -- 11.98 0.46 Very Low
    Municipal Bond -- 5.98 0.25 Very Low
    Taxable Bond 4.0 47.19 0.20 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 26.77 0.53
    Microsoft Corp* Technology 14.32 0.45
    Alphabet Inc A* Technology 23.24 0.31
    Lowe's Companies Inc* Consumer Cyclical 11.14 0.30
    Amazon.com Inc* Consumer Cyclical 33.53 0.28
    Medtronic PLC* Healthcare 25.68 0.28
    Schlumberger Ltd* Energy -20.94 0.28
    Facebook Inc A* Technology 33.33 0.27
    Visa Inc Class A* Financial Services 20.84 0.26
    Nike Inc B* Consumer Cyclical 3.80 0.24
    UnitedHealth Group Inc* Healthcare 17.39 0.24
    Costco Wholesale Corp* Consumer Defensive 4.77 0.23
    Citigroup Inc* Financial Services 7.59 0.22
    Alphabet Inc C* Technology 24.00 0.21
    Red Hat Inc* Technology 41.87 0.20
    Johnson & Johnson* Healthcare 19.51 0.20
    United Technologies Corp* Industrials 12.65 0.19
    Bank of America Corporation* Financial Services 4.43 0.18
    Coca-Cola Co* Consumer Defensive 10.49 0.18
    Berkshire Hathaway Inc B* Financial Services 3.28 0.18

    Best 5-Year Relative Performance | More
    06-22-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    06-22-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    06-22-17

    Highest Expenses | More
    06-22-17

    Longest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 3.20
    Bridge Builder Large Blair A. Boyer 2.00
    Bridge Builder Large Mark Giambrone 2.00
    Bridge Builder Small Ryan Crane 2.00
    Bridge Builder Munic Lyle J. Fitterer 1.80

    Shortest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core Brian J. Brennan 1.60
    Bridge Builder Small Dennis G. Alff 1.60
    Bridge Builder Inter Paul Russell Black 1.70
    Bridge Builder Munic Lyle J. Fitterer 1.80
    Bridge Builder Large Blair A. Boyer 2.00