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Morningstar

Bridge Builder Small/Mid Cap Growth BBGSX

Morningstar Medalist Rating
Medalist Rating as of | See Bridge Builder Investment Hub
  • NAV / 1-Day Return 14.88  /  −0.13 %
  • Total Assets 8.1 Bil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.380%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.28%
  • Turnover 63%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BBGSX

Will BBGSX outperform in 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.

Bridge Builder Small/ Mid 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 sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BBGSX

More BBGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs FS Government Instl

2.12 181.6 Mil
Cash and Equivalents

DexCom Inc

1.44 123.8 Mil
Healthcare

Super Micro Computer Inc

1.27 109.1 Mil
Technology

Tradeweb Markets Inc

1.23 105.8 Mil
Financial Services

Fortive Corp

1.20 103.2 Mil
Technology

Veeva Systems Inc Class A

1.04 89.4 Mil
Healthcare

Saia Inc

1.01 86.6 Mil
Industrials

West Pharmaceutical Services Inc

0.95 81.4 Mil
Healthcare

Axon Enterprise Inc

0.94 80.7 Mil
Industrials

Chipotle Mexican Grill Inc

0.93 80.1 Mil
Consumer Cyclical