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Bridge Builder Small/Mid Cap Value BBVSX

Quantitative rating as of | See Bridge Builder Investment Hub
  • NAV / 1-Day Return 13.58  /  0.59 %
  • Total Assets 6.6 Bil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.410%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.05%
  • Turnover 33%

Morningstar’s Analysis BBVSX

Will BBVSX outperform in future?

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Bridge Builder Small/Mid Cap Value to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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