Morningstar

Bridge Builder Tax Managed Small/Mid Cap Fund BBTSX

Morningstar Medalist Rating
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Medalist Rating as of See Bridge Builder Investment Hub
  • NAV / 1-Day Return $14.96  /  +1.36 %
  • Fund Size $3.5B
  • Adjusted Expense Ratio 0.420%
  • Net Expense Ratio 0.400%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.70%
  • Turnover Ratio 71%
NAV and 1-Day Return as of

Morningstar’s Analysis BBTSX

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

  • People Pillar

    The People Pillar is our evaluation of the BBTSX 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 BBTSX’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 Sm/Md Cp 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
Rated on Published on

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Portfolio Holdings BBTSX

More BBTSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan US Government MMkt IM

2.45 81M
Cash and Equivalents

Keysight Technologies Inc

0.80 27M
Technology

Natera Inc

0.78 26M
Healthcare

TechnipFMC PLC

0.77 26M
Energy

Ascendis Pharma AS

0.77 26M
Healthcare

RPM International Inc

0.76 25M
Basic Materials

Dynatrace Inc Ordinary Shares

0.73 24M
Technology

Labcorp Holdings Inc

0.72 24M
Healthcare

Gates Industrial Corp Ltd

0.62 21M
Industrials

US Foods Holding Corp

0.62 21M
Consumer Defensive

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