Nasdaq - Delayed Quote
USD
Bridge Builder Tax Managed Large Cap (BBTLX)
17.91
-0.05
(-0.28%)
At close: 8:00:08 PM EST
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Commonwealth Universe
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.
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 |
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 |
