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Bridge Builder Small Cap Fund (BBVSX)

15.75 -0.27 (-1.69%)
At close: October 30 at 8:08:17 PM EDT
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  • Previous Close 16.02
  • YTD Return 10.88%
  • Expense Ratio 0.38%
  • Category Mid-Cap Value
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 9.96B
  • Beta (5Y Monthly) 0.97
  • Yield 1.14%
  • 5y Average Return --
  • Holdings Turnover 56.00%
  • Last Dividend 0.19
  • Inception Date Apr 27, 2015

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.

Bridge Builder

Fund Family

Mid-Cap Value

Fund Category

9.96B

Net Assets

2015-04-27

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Mid-Cap Value.

YTD Return

BBVSX
10.88%
Category
21.28%

1-Year Return

BBVSX
12.31%
Category
55.83%

3-Year Return

BBVSX
15.35%
Category
11.08%

5-Year Return

BBVSX
8.58%
Category
11.93%

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