BBVSX – Bridge Builder Small/Mid Cap Value Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the securities of small and mid capitalization companies and other instruments, such as certain investment companies, that seek to track the performance of securities of small and mid capitalization companies. It may invest in securities issued by U.S. and foreign entities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BBVSX	Bridge Builder Small/Mid Cap Value Fund	Institutional	Open			Apr 27, 2015	$10.12B	0.380%	Low	$0	$433.33M

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