Morningstar

Bridge Builder Large Cap Value Fund BBVLX

Morningstar Medalist Rating
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Medalist Rating as of See Bridge Builder Investment Hub
  • NAV / 1-Day Return $19.93  /  +0.76 %
  • Fund Size $30.2B
  • Adjusted Expense Ratio 0.230%
  • Net Expense Ratio 0.210%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.50%
  • Turnover Ratio 64%
NAV and 1-Day Return as of

Morningstar’s Analysis BBVLX

Will BBVLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BBVLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BBVLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BBVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bridge Builder Large Cap Value holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BBVLX

More BBVLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
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