Bridge Builder Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return--5.90-0.186.032.95
    Category Average--5.130.075.063.01
    Assets for Each Yr*5.857.6822.6432.2534.41
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 2.95 4.20 --

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $34,405 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 33.78 0.42 Very Low
    International Stock -- 12.00 0.46 Very Low
    Municipal Bond -- 6.60 0.25 Very Low
    Taxable Bond 4.0 47.63 0.20 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 21.23 0.46
    Microsoft Corp* Technology 3.96 0.44
    Alphabet Inc A* Technology 7.28 0.32
    Schlumberger Ltd* Energy -5.67 0.28
    Amazon.com Inc* Consumer Cyclical 12.45 0.26
    Visa Inc Class A* Financial Services 13.08 0.25
    Lowe's Companies Inc* Consumer Cyclical 15.68 0.23
    Alphabet Inc C* Technology 7.60 0.22
    Facebook Inc A* Technology 20.39 0.22
    Medtronic PLC* Healthcare 13.88 0.21
    Nike Inc B* Consumer Cyclical 14.48 0.21
    Costco Wholesale Corp* Consumer Defensive 4.45 0.21
    Citigroup Inc* Financial Services -2.07 0.19
    Bank of America Corporation* Financial Services 4.50 0.19
    Johnson & Johnson* Healthcare 11.14 0.19
    Red Hat Inc* Technology 16.66 0.19
    Core Laboratories NV* Energy -8.31 0.18
    United Technologies Corp* Industrials 2.92 0.18
    Accenture PLC A* Technology 6.41 0.17
    UnitedHealth Group Inc* Healthcare 5.18 0.17

    Best 5-Year Relative Performance | More
    03-21-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    03-21-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    03-21-17

    Highest Expenses | More
    03-21-17

    Longest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Core M. Sharon deGuzman 2.90
    Bridge Builder Large Blair A. Boyer 1.70
    Bridge Builder Large Mark Giambrone 1.70
    Bridge Builder Small Ryan Crane 1.70
    Bridge Builder Core Brian J. Brennan 1.50

    Shortest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Bridge Builder Small Dennis G. Alff 1.40
    Bridge Builder Core Brian J. Brennan 1.50
    Bridge Builder Inter Paul Russell Black 1.50
    Bridge Builder Munic Lyle J. Fitterer 1.50
    Bridge Builder Large Blair A. Boyer 1.70