Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return--5.90-0.186.0311.04
    Category Average--5.130.075.0611.25
    Assets for Each Yr*5.857.6822.6432.2549.15
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 11.04 5.56 --

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $49,146 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 36.25 0.37 Very Low
    International Stock -- 13.07 0.42 Very Low
    Municipal Bond -- 5.96 0.21 Very Low
    Taxable Bond 4.0 44.71 0.17 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-15-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 42.32 0.44
    Apple Inc* Technology 52.33 0.41
    Citigroup Inc* Financial Services 27.43 0.33
    Alphabet Inc A* Technology 35.28 0.31
    Facebook Inc A* Technology 56.61 0.29
    Medtronic PLC* Healthcare 19.12 0.29
    Lowe's Companies Inc* Consumer Cyclical 24.03 0.28
    UnitedHealth Group Inc* Healthcare 40.40 0.28
    Schlumberger Ltd* Energy -23.66 0.27
    Amazon.com Inc* Consumer Cyclical 57.25 0.27
    Visa Inc Class A* Financial Services 46.77 0.26
    Alphabet Inc C* Technology 37.88 0.24
    Nike Inc B* Consumer Cyclical 28.92 0.23
    Johnson & Johnson* Healthcare 26.53 0.21
    Coca-Cola Co* Consumer Defensive 14.98 0.21
    Cardinal Health Inc* Healthcare -10.29 0.20
    United Technologies Corp* Industrials 17.58 0.20
    Berkshire Hathaway Inc B* Financial Services 21.35 0.18
    Red Hat Inc* Technology 84.76 0.18
    Honeywell International Inc* Industrials 35.51 0.17

    Best 5-Year Relative Performance | More
    12-15-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    12-15-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    12-15-17

    Highest Expenses | More
    12-15-17

    Longest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 3.70
    Bridge Builder Large Blair A. Boyer 2.50
    Bridge Builder Inter Paul Russell Black 2.20
    Bridge Builder Large Mark Giambrone 2.20
    Bridge Builder Core Brian J. Brennan 2.10

    Shortest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Small Ryan Crane 1.90
    Bridge Builder Munic Lyle J. Fitterer 2.00
    Bridge Builder Core Brian J. Brennan 2.10
    Bridge Builder Small Dennis G. Alff 2.10
    Bridge Builder Inter Paul Russell Black 2.20