Morningstar

Bridge Builder Small/Mid Cap Value BBVSX

Morningstar Medalist Rating
Medalist Rating as of | See Bridge Builder Investment Hub
  • NAV / 1-Day Return 15.35  /  +0.79 %
  • Total Assets 8.5 Bil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.24%
  • Turnover 41%

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

Morningstar’s Analysis BBVSX

Will BBVSX 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 BBVSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BBVSX 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 BBVSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Bridge Builder Small/ Mid 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 sizable 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 BBVSX

More BBVSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Cyclical

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Parker Hannifin Corp

0.56 47.9 Mil
Industrials

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Industrials

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