Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.186.0311.92-2.84--
    Category Average0.075.0612.09-3.692.17
    Assets for Each Yr*22.6432.2550.4163.5263.52
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -2.84 4.86 4.04

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $63,522 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 31.72 0.34 Very Low
    International Stock 4.0 12.56 0.38 Very Low
    Municipal Bond 3.0 6.83 0.19 Very Low
    Taxable Bond 4.0 48.90 0.14 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 0.54
    Amazon.com Inc* Consumer Cyclical 12.93 0.27
    UnitedHealth Group Inc* Healthcare 6.58 0.27
    Lowe's Companies Inc* Consumer Cyclical 2.84 0.24
    Schlumberger Ltd* Energy 23.97 0.24
    Johnson & Johnson* Healthcare 1.27 0.22
    Ecolab Inc* Basic Materials 4.85 0.19
    Wells Fargo & Co* Financial Services 8.53 0.19
    McDonald's Corp* Consumer Cyclical 2.82 0.18
    Red Hat Inc* Technology -0.07 0.17
    Bank of America Corporation* Financial Services 18.91 0.16
    Accenture PLC A* Technology 6.69 0.15
    American Express Co* Financial Services 5.82 0.14
    Yum Brands Inc* Consumer Cyclical 0.48 0.13
    JPMorgan Chase & Co* Financial Services 7.96 0.12
    Mettler-Toledo International Inc* Healthcare 6.46 0.12
    The Estee Lauder Companies Inc C* Consumer Defensive -1.97 0.12
    Walt Disney Co* Consumer Cyclical 1.27 0.12
    Advance Auto Parts Inc* Consumer Cyclical 6.45 0.11
    Citigroup Inc* Financial Services 21.24 0.11

    Best 5-Year Relative Performance | More
    01-18-19

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

    Worst 5-Year Relative Performance | More
    01-18-19

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

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 4.40
    Bridge Builder Large Mark Giambrone 3.40
    Bridge Builder Large Blair A. Boyer 3.30
    Bridge Builder Inter Paul Russell Black 3.20
    Bridge Builder Core Brian J. Brennan 3.10

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Munic Lyle J. Fitterer 1.90
    Bridge Builder Small Dennis G. Alff 2.70
    Bridge Builder Small Ryan Crane 3.00
    Bridge Builder Core Brian J. Brennan 3.10
    Bridge Builder Inter Paul Russell Black 3.20