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.
- NAV / 1-Day Return 13.58 / 0.59 %
- Total Assets 6.6 Bil
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Adj. Expense Ratio
- 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.