Morningstar

Bridge Builder Large Cap Value BBVLX

Morningstar Medalist Rating
Medalist Rating as of | See Bridge Builder Investment Hub
  • NAV / 1-Day Return 18.62  /  +0.76 %
  • Total Assets 22.8 Bil
  • Adj. Expense Ratio
    0.230%
  • Expense Ratio 0.230%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.77%
  • Turnover 21%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BBVLX

Will BBVLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BBVLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BBVLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BBVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Bridge Builder Large Cap Value’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BBVLX

More BBVLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.3
Top 10 Holdings
% Portfolio Weight
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