Morningstar

Bridge Builder Tax Managed International Equity Fund BBTIX

Morningstar Medalist Rating
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Medalist Rating as of See Bridge Builder Investment Hub
  • NAV / 1-Day Return $15.04  /  −0.46 %
  • Fund Size $2.8B
  • Adjusted Expense Ratio 0.390%
  • Net Expense Ratio 0.400%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.29%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis BBTIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bridge Builder Tax Managed Intl Eq 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 BBTIX

More BBTIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

2.99 83M
Technology

JPMorgan US Government MMkt IM

2.01 56M
Cash and Equivalents

Roche Holding AG Ordinary Shares new

1.91 53M
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.73 48M
Technology

Shell PLC

1.47 41M
Energy

Sumitomo Mitsui Financial Group Inc

1.35 38M
Financial Services

SAP SE

1.35 38M
Technology

TotalEnergies SE

1.29 36M
Energy

AIA Group Ltd

1.12 31M
Financial Services

Infineon Technologies AG

1.04 29M
Technology

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