Nasdaq - Delayed Quote
USD
Bridge Builder Tax Managed Large Cap (BBTLX)
17.91
-0.05
(-0.28%)
At close: 8:00:08 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.16% |
|---|---|
| 5y Average Return | 0.00% |
| Number of Years Up | 3 |
| Number of Years Down | -- |
| Best 1Y Total Return (Oct 30, 2026) | 24.86% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 24.86% |
| Worst 3Y Total Return | 21.48% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BBTLX
Category
- YTD
- 7.46%
- 5.31%
- 1-Month
- -1.48%
- -4.19%
- 3-Month
- 0.78%
- 3.90%
- 1-Year
- 9.57%
- 20.31%
- 3-Year
- 19.76%
- 6.48%
- 5-Year
- 0.00%
- 11.78%
- 10-Year
- 0.00%
- 10.96%
- Last Bull Market
- 22.55%
- 25.56%
- Last Bear Market
- 0.00%
- -15.11%
Annual Total Return (%) History
Year
BBTLX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-4.00% | 11.06% | 0.78% | -- |
|
2025
|
-4.36% | 10.25% | 7.04% | 1.97% |
|
2024
|
11.45% | 3.32% | 5.99% | 2.23% |
|
2023
|
5.61% | 8.76% | -2.35% | 11.32% |
|
2022
|
-4.30% | 8.32% | -- | -- |
Rank in Category (By Total Return)
| YTD | 81 |
| 1-Month | 70 |
|---|---|
| 3-Month | 68 |
| 1-Year | 80 |
| 3-Year | 65 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 9.57% |
| 3-Year | 19.76% |
|---|---|
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 7.16% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Bridge Builder |
| Net Assets | 8.32B |
| YTD Return | 7.46% |
| Yield | 0.82% |
| Morningstar Rating | |
| Inception Date | Jun 01, 2022 |
Fund Summary
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.
