Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return--5.90-0.186.038.93
    Category Average--5.130.075.069.01
    Assets for Each Yr*5.857.6822.6432.2546.33
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 8.93 5.44 --

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $46,329 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 35.54 0.37 Very Low
    International Stock -- 12.73 0.42 Very Low
    Municipal Bond -- 6.02 0.21 Very Low
    Taxable Bond 4.0 45.71 0.17 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-16-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 26.84 0.44
    Apple Inc* Technology 39.62 0.41
    Citigroup Inc* Financial Services 21.84 0.33
    Alphabet Inc A* Technology 27.37 0.31
    Facebook Inc A* Technology 51.69 0.29
    Medtronic PLC* Healthcare 11.02 0.29
    Lowe's Companies Inc* Consumer Cyclical 15.73 0.28
    UnitedHealth Group Inc* Healthcare 22.05 0.28
    Schlumberger Ltd* Energy -18.64 0.27
    Amazon.com Inc* Consumer Cyclical 34.20 0.27
    Visa Inc Class A* Financial Services 39.45 0.26
    Alphabet Inc C* Technology 28.53 0.24
    Nike Inc B* Consumer Cyclical 2.12 0.23
    Johnson & Johnson* Healthcare 20.30 0.21
    Coca-Cola Co* Consumer Defensive 15.12 0.21
    Cardinal Health Inc* Healthcare -8.29 0.20
    United Technologies Corp* Industrials 10.41 0.20
    Berkshire Hathaway Inc B* Financial Services 15.33 0.18
    Red Hat Inc* Technology 73.44 0.18
    Honeywell International Inc* Industrials 25.80 0.17

    Best 5-Year Relative Performance | More
    10-16-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    10-16-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    10-16-17

    Highest Expenses | More
    10-16-17

    Longest Manager Tenure | More
    10-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 3.60
    Bridge Builder Large Blair A. Boyer 2.30
    Bridge Builder Large Mark Giambrone 2.30
    Bridge Builder Small Ryan Crane 2.30
    Bridge Builder Munic Lyle J. Fitterer 2.10

    Shortest Manager Tenure | More
    10-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Small Dennis G. Alff 1.90
    Bridge Builder Core Brian J. Brennan 2.00
    Bridge Builder Inter Paul Russell Black 2.00
    Bridge Builder Munic Lyle J. Fitterer 2.10
    Bridge Builder Large Blair A. Boyer 2.30