Morningstar

Bridge Builder Small Cap Fund BBVSX

Morningstar Medalist Rating
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Medalist Rating as of See Bridge Builder Investment Hub
  • NAV / 1-Day Return $16.02  /  +1.20 %
  • Fund Size $7.3B
  • Adjusted Expense Ratio 0.380%
  • Net Expense Ratio 0.370%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.14%
  • Turnover Ratio 56%
NAV and 1-Day Return as of

Morningstar’s Analysis BBVSX

Will BBVSX 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 BBVSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BBVSX 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 BBVSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bridge Builder Small/Mid Cap Value holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BBVSX

More BBVSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan US Government MMkt IM

17.78 2B
Cash and Equivalents

E-mini S&P MidCap 400 Future Dec 26

12.90 2B
—

E-mini Russell 2000 Index Future Dec 26

5.47 669M
—

Us Dollars

1.55 189M
Cash and Equivalents

Element Solutions Inc

0.36 44M
Basic Materials

US Foods Holding Corp

0.32 39M
Consumer Defensive

Ameriprise Financial Inc

0.31 38M
Financial Services

Zebra Technologies Corp Ordinary Shares - Class A

0.31 38M
Technology

Permian Resources Corp Class A

0.31 38M
Energy

Tenet Healthcare Corp

0.30 37M
Healthcare

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