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Morningstar

Bridge Builder Tax Managed Large Cap BBTLX

Morningstar Medalist Rating
Medalist Rating as of | See Bridge Builder Investment Hub
  • NAV / 1-Day Return 12.83  /  +1.10 %
  • Total Assets 4.0 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.99%
  • Turnover 19%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:41 PM GMT+0

Morningstar’s Analysis BBTLX

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

  • People Pillar

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

Bridge Builder Tax Managed Large Cap’s management team is rated Average, but a solid investment process 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BBTLX

More BBTLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Cyclical

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Communication Services

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Berkshire Hathaway Inc Class B

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Vertiv Holdings Co Class A

1.62 60.2 Mil
Industrials

UnitedHealth Group Inc

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Healthcare