Bridge Builder Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return--5.90-0.186.033.40
    Category Average--5.130.075.063.42
    Assets for Each Yr*5.857.6822.6432.2539.07
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 3.40 4.39 --

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $39,070 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 34.72 0.42 Very Low
    International Stock -- 11.19 0.46 Very Low
    Municipal Bond -- 5.94 0.25 Very Low
    Taxable Bond 4.0 48.15 0.20 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 24.64 0.46
    Microsoft Corp* Technology 10.49 0.44
    Alphabet Inc A* Technology 12.49 0.32
    Schlumberger Ltd* Energy -12.64 0.28
    Amazon.com Inc* Consumer Cyclical 22.47 0.26
    Visa Inc Class A* Financial Services 17.62 0.25
    Lowe's Companies Inc* Consumer Cyclical 20.88 0.23
    Alphabet Inc C* Technology 13.27 0.22
    Facebook Inc A* Technology 28.38 0.22
    Medtronic PLC* Healthcare 17.31 0.21
    Nike Inc B* Consumer Cyclical 9.48 0.21
    Costco Wholesale Corp* Consumer Defensive 11.11 0.21
    Citigroup Inc* Financial Services 0.47 0.19
    Bank of America Corporation* Financial Services 7.35 0.19
    Johnson & Johnson* Healthcare 8.10 0.19
    Red Hat Inc* Technology 26.47 0.19
    Core Laboratories NV* Energy -6.07 0.18
    United Technologies Corp* Industrials 8.96 0.18
    Accenture PLC A* Technology 3.90 0.17
    UnitedHealth Group Inc* Healthcare 9.51 0.17

    Best 5-Year Relative Performance | More
    04-27-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    04-27-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    04-27-17

    Highest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 3.00
    Bridge Builder Large Blair A. Boyer 1.80
    Bridge Builder Large Mark Giambrone 1.80
    Bridge Builder Small Ryan Crane 1.80
    Bridge Builder Core Brian J. Brennan 1.60

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Small Dennis G. Alff 1.50
    Bridge Builder Core Brian J. Brennan 1.60
    Bridge Builder Inter Paul Russell Black 1.60
    Bridge Builder Munic Lyle J. Fitterer 1.60
    Bridge Builder Large Blair A. Boyer 1.80