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Morningstar

Bridge Builder Tax Managed Large Cap BBTLX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.14  /  0.10 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.340%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield —
  • Turnover 0

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis BBTLX

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

People Pillar

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

Summary

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Bridge Builder Tax Managed Large Cap’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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