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Bridge Builder Large Cap Growth BBGLX

Medalist Rating as of | See Bridge Builder Investment Hub
  • NAV / 1-Day Return 24.73  /  +0.08 %
  • Total Assets 26.6 Bil
  • Adj. Expense Ratio
    0.190%
  • Expense Ratio 0.190%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.70%
  • Turnover 21%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BBGLX

Will BBGLX outperform in future?

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

Bridge Builder Large Cap Growth’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings BBGLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 37.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.64 2.3 Bil
Technology

Amazon.com Inc

7.08 1.9 Bil
Consumer Cyclical

Visa Inc Class A

3.70 978.0 Mil
Financial Services

NVIDIA Corp

3.42 903.5 Mil
Technology

Alphabet Inc Class A

3.06 807.9 Mil
Communication Services

Apple Inc

2.83 748.9 Mil
Technology

UnitedHealth Group Inc

2.82 744.9 Mil
Healthcare

Salesforce Inc

2.19 579.3 Mil
Technology

Danaher Corp

1.97 521.6 Mil
Healthcare

Thermo Fisher Scientific Inc

1.83 484.3 Mil
Healthcare