Morningstar

Bridge Builder Small/Mid Cap Growth Fund BBGSX

Morningstar Medalist Rating
Medalist Rating as of | See Bridge Builder Investment Hub
  • NAV / 1-Day Return 18.12  /  +0.11 %
  • Total Assets 11.0B
  • Adj. Expense Ratio
    0.340%
  • Expense Ratio 0.340%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.11%
  • Turnover 74%

USD | NAV as of Aug 19, 2026 | 1-Day Return as of Aug 19, 2026, 9:24 PM GMT+0

Morningstar’s Analysis BBGSX

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

  • People Pillar

    The People Pillar is our evaluation of the BBGSX 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 BBGSX’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 Growth 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
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Portfolio Holdings BBGSX

More BBGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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1.85 201M
—

Comfort Systems USA Inc

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Industrials

RBC Bearings Inc

1.07 116M
Industrials

argenx SE ADR

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Healthcare

West Pharmaceutical Services Inc

1.02 110M
Healthcare

Guardant Health Inc

0.98 107M
Healthcare

Ascendis Pharma AS

0.97 105M
Healthcare

Lattice Semiconductor Corp

0.90 98M
Technology

Teledyne Technologies Inc

0.89 96M
Technology

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