Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-0.186.0311.92-2.8412.59
    Category Average0.045.1512.18-3.7211.83
    Assets for Each Yr*22.6432.2550.4163.5274.28
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 12.59 6.87 5.76

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $74,279 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 33.63 0.34 Very Low
    International Stock 4.0 14.29 0.38 Very Low
    Municipal Bond 3.0 7.20 0.19 Very Low
    Taxable Bond 4.7 20.51 0.14 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    UnitedHealth Group Inc* Healthcare 0.83 0.27
    McDonald's Corp* Consumer Cyclical 25.05 0.23
    Nike Inc B* Consumer Cyclical 12.98 0.22
    Berkshire Hathaway Inc B* Financial Services -2.64 0.19
    Booking Holdings Inc* Consumer Cyclical 12.82 0.18
    Salesforce.com Inc* Technology 5.04 0.18
    Mettler-Toledo International Inc* Healthcare 21.99 0.17
    The Walt Disney Co* Consumer Cyclical 25.75 0.17
    Chevron Corp* Energy 14.69 0.16
    Procter & Gamble Co* Consumer Defensive 29.96 0.15
    JPMorgan Chase & Co* Financial Services 14.46 0.14
    The Estee Lauder Companies Inc C* Consumer Defensive 39.62 0.14
    Yum Brands Inc* Consumer Cyclical 28.34 0.14
    Automatic Data Processing Inc* Industrials 29.87 0.13
    Mondelez International Inc Class* Consumer Defensive 37.62 0.13
    Equinix Inc* RealEstate 56.94 0.12
    Fleetcor Technologies Inc* Industrials 59.31 0.11
    Jacobs Engineering Group Inc* Industrials 44.37 0.11
    Advance Auto Parts Inc* Consumer Cyclical -9.60 0.10
    Becton, Dickinson and Co* Healthcare 13.12 0.10

    Best 5-Year Relative Performance | More
    08-13-19

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

    Worst 5-Year Relative Performance | More
    08-13-19

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

    Lowest Expenses | More
    08-13-19

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 5.00
    Bridge Builder Large Blair A. Boyer 3.90
    Bridge Builder Inter Paul Russell Black 3.70
    Bridge Builder Core Brian J. Brennan 3.60
    Bridge Builder Large Mark Giambrone 3.60

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Munic Lyle J. Fitterer 2.00
    Bridge Builder Small Dennis G. Alff 3.20
    Bridge Builder Core Brian J. Brennan 3.60
    Bridge Builder Large Mark Giambrone 3.60
    Bridge Builder Small Brian M. Angerame 3.60