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Bridge Builder Small/Mid Cap Value Fund (BBVSX)

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15.49 +0.10    +0.65%
01/10 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 10.46B
Type:  Fund
Market:  United States
Issuer:  Bridge Builder
Asset Class:  Equity
Bridge Builder Small/Mid Cap Value 15.49 +0.10 +0.65%

BBVSX Overview

 
Find key information about the Bridge Builder Small/Mid Cap Value Fund fund including performance, price, total assets, risk rating, minimum investment, market cap and category. Review manager background, investment policies (including diversification), and past performance. In addition we provide you related BBVSX news, analysis tools, interactive charts and analysis articles. Add Bridge Builder Small/Mid Cap Value (BBVSX) to your portfolio and watchlist to track ongoing performance and price movements. (ISIN: US10803R5046)
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Rating
1-Year Change0.52%
Prev. Close15.39
Risk Rating
TTM Yield1.08%
ROE17.11%
IssuerBridge Builder
Turnover56%
ROA5.15%
Inception Date42121
Total Assets10.46B
Expenses0.37%
Min. InvestmentN/A
Market Cap11.15B
CategoryMid - Cap Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1170 1052 1184 1550 1548 2643
Fund Return 17% 5.18% 18.44% 15.74% 9.14% 10.21%
Place in category 187 259 205 150 167 143
% in Category 52 67 56 47 56 56

Top Equity Funds by Bridge Builder

  Name Rating Total Assets YTD% 3Y% 10Y%
  Bridge Builder Large Cap Growth 31.44B 6.05 16.30 14.65
  Bridge Builder Large Cap Value 28.88B 13.86 16.18 12.34
  Bridge Builder International Equity 25.34B 12.50 17.16 9.38
  Bridge Builder Municipal Bond 20.36B 0.46 3.91 2.13
  Bridge Builder Small/Mid Cap Growth 10.64B 8.84 12.32 10.99

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid-Cap Value Index Admira 14.76B 17.63 16.94 10.68
  JHancock Disciplined Value Mid Cap 13.66B 15.91 15.23 10.86
  MFS Mid Cap Value R6 8.83B 16.06 14.54 10.66
  Victory Sycamore Established Value6 8.45B 15.51 11.25 11.08
  Fidelity Valu 8.38B 24.96 18.59 12.64

Top Holdings

Name ISIN Weight % Last Change %
E-mini S&P MidCap 400 Future Sept 26 35JZMC 1.74 - -
  TechnipFMC GB00BDSFG982 0.76 68.850 +1.37%
E-mini Russell 2000 Index Future Sept 26 35JZMB 0.75 - -
  AutoZone - 0.72 2,819.03 -0.39%
  Tenet Healthcare - 0.71 253.97 -0.62%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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