Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Bridge Builder Mutual Funds
View all of Bridge Builder’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Bridge Builder Mutual Funds List
1 to 12 of 12 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Bridge Builder Large Cap Value Fund | BBVLX | Large Value | 10.24% | 67 | 0.230% | Low | Institutional | $0 | ||
| Bridge Builder Core Plus Bond Fund | BBCPX | Intermediate Core-Plus Bond | −3.06% | 66 | 0.160% | Low | No Load | $0 | ||
| Bridge Builder Core Bond Fund | BBTBX | Intermediate Core Bond | −2.65% | 21 | 0.120% | Low | No Load | $0 | ||
| Bridge Builder Municipal Bond Fund | BBMUX | Muni National Interm | — | −2.35% | 24 | 0.120% | Low | No Load | $0 | |
| Bridge Builder Municipal High-Income Bond Fund | BBMHX | High Yield Muni | — | −2.12% | 26 | 0.160% | Low | No Load | $0 | |
| Bridge Builder Large Cap Growth Fund | BBGLX | Large Growth | 7.73% | 69 | 0.190% | Low | Institutional | $0 | ||
| Bridge Builder Small/Mid Cap Value Fund | BBVSX | Mid-Cap Value | 12.68% | 44 | 0.380% | Low | Institutional | $0 | ||
| Bridge Builder Tax Managed Large Cap Fund | BBTLX | Large Blend | 8.71% | 79 | 0.230% | Low | No Load | $0 | ||
| Bridge Builder Small/Mid Cap Growth Fund | BBGSX | Mid-Cap Growth | 7.00% | 49 | 0.340% | Low | Institutional | $0 | ||
| Bridge Builder International Equity Fund | BBIEX | Foreign Large Blend | 8.70% | 74 | 0.340% | Low | No Load | $0 | ||
| Bridge Builder Tax Managed International Equity Fund | BBTIX | Foreign Large Blend | 10.90% | 45 | 0.390% | Low | No Load | $0 | ||
| Bridge Builder Tax Managed Small/Mid Cap Fund | BBTSX | Mid-Cap Blend | 11.60% | 56 | 0.420% | Low | No Load | $0 |
Bridge Builder Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States