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Morningstar

Bridge Builder Small/Mid Cap Value BBVSX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:07 PM GMT+00:00

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.

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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