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Bridge Builder Tax Managed Large Cap (BBTLX)

17.91 -0.05 (-0.28%)
At close: 8:00:08 PM EST
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  • Previous Close 17.96
  • YTD Return 7.46%
  • Expense Ratio 0.23%
  • Category Large Blend
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 8.32B
  • Beta (5Y Monthly) 0.89
  • Yield 0.82%
  • 5y Average Return --
  • Holdings Turnover 35.00%
  • Last Dividend 0.15
  • Inception Date Jun 1, 2022

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 large capitalization companies and other instruments, such as certain investment companies, with economic characteristics that seek to track the performance of securities of large capitalization companies. It may also invest in other investment companies, including other open-end or closed-end investment companies and ETFs that have characteristics that are consistent with the fund’s investment objective.

Bridge Builder

Fund Family

Large Blend

Fund Category

8.32B

Net Assets

2022-06-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Large Blend.

YTD Return

BBTLX
7.46%
Category
5.31%

1-Year Return

BBTLX
9.57%
Category
20.31%

3-Year Return

BBTLX
19.76%
Category
6.48%

5-Year Return

BBTLX
0.00%
Category
11.78%

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