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Morningstar

Bridge Builder Small/Mid Cap Value BBVSX

Morningstar Medalist Rating
Medalist Rating as of | See Bridge Builder Investment Hub
  • NAV / 1-Day Return 13.91  /  +0.58 %
  • Total Assets 7.6 Bil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.28%
  • Turnover 41%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BBVSX

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

  • People Pillar

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

Bridge Builder Small/ Mid Cap Value earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BBVSX

More BBVSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs FS Government Instl

1.59 129.3 Mil
Cash and Equivalents

Parker Hannifin Corp

0.79 64.3 Mil
Industrials

DoorDash Inc Ordinary Shares - Class A

0.77 62.7 Mil
Communication Services

Diamondback Energy Inc

0.75 60.7 Mil
Energy

TechnipFMC PLC

0.68 55.0 Mil
Energy

Allstate Corp

0.67 54.9 Mil
Financial Services

Ameriprise Financial Inc

0.67 54.3 Mil
Financial Services

nVent Electric PLC

0.63 51.3 Mil
Industrials

Constellium SE Class A

0.57 46.6 Mil
Basic Materials

Royal Caribbean Group

0.56 45.6 Mil
Consumer Cyclical