Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.186.0311.92-2.846.37
    Category Average0.075.0612.09-3.696.34
    Assets for Each Yr*22.6432.2550.4163.5267.93
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 6.37 7.61 4.91

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $67,934 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 33.94 0.34 Very Low
    International Stock 4.0 13.16 0.38 Very Low
    Municipal Bond 3.0 6.55 0.19 Very Low
    Taxable Bond 4.0 46.35 0.14 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc Class C* Technology 15.76 0.29
    UnitedHealth Group Inc* Healthcare 3.58 0.27
    Alphabet Inc A* Technology 15.07 0.23
    Coca-Cola Co* Consumer Defensive -2.94 0.23
    Johnson & Johnson* Healthcare 7.97 0.22
    Berkshire Hathaway Inc B* Financial Services 0.48 0.21
    Ecolab Inc* Basic Materials 19.11 0.21
    Nike Inc B* Consumer Cyclical 18.57 0.19
    Wells Fargo & Co* Financial Services 12.54 0.19
    Salesforce.com Inc* Technology 19.68 0.17
    Accenture PLC A* Technology 17.86 0.16
    Pfizer Inc* Healthcare -2.27 0.16
    Procter & Gamble Co* Consumer Defensive 11.64 0.16
    United Technologies Corp* Industrials 19.50 0.15
    Comcast Corp Class A* Communication Services 16.83 0.14
    Abbott Laboratories* Healthcare 10.99 0.13
    American Express Co* Financial Services 18.61 0.13
    Honeywell International Inc* Industrials 19.63 0.13
    Mettler-Toledo International Inc* Healthcare 26.55 0.13
    Workday Inc Class A* Technology 19.95 0.13

    Best 5-Year Relative Performance | More
    03-19-19

    Fund Name 5-Yr Rank Analyst Report  
    Bridge Builder Core Bond 19 --

    Worst 5-Year Relative Performance | More
    03-19-19

    Fund Name 5-Yr Rank Analyst Report  
    Bridge Builder Core Bond 19 --

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 4.60
    Bridge Builder Large Blair A. Boyer 3.50
    Bridge Builder Inter Paul Russell Black 3.30
    Bridge Builder Core Brian J. Brennan 3.20
    Bridge Builder Large Mark Giambrone 3.20

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Munic Lyle J. Fitterer 2.10
    Bridge Builder Small Dennis G. Alff 2.80
    Bridge Builder Core Brian J. Brennan 3.20
    Bridge Builder Large Mark Giambrone 3.20
    Bridge Builder Small Brian M. Angerame 3.20