Mutual Funds - Profile

Bridge Builder Small-Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in small-and mid-size companies in the United States.

The fund manages assets with the help of five sub-advisers namely Artisan Partners Limited Partnership, BlackRock Investment Management, LLC, Champlain Investment Partners, LLC, Eagle Asset Management, Inc. and Stephens Investment Management Group, LLC.

The fund prefers a multi-manager investing approach with the aim of reducing volatility and downside risk.

The sub-advisers’ investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Artisan Partners More

Price

  • Last Close
  • $14.5
    +0.3
  • 52 Week HL
  • $17.85 - $14.2
  • Net Assets
  • $5970 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Fortive Corp 1.6
Global Payments, 1.5
Veeva Systems, 1.5
Tradeweb Markets, 1.4
Generac Holdings, 1.1
Company Holding
Catalent, Inc. 1.1
SVB Financial 1.1
Bio-Techne Corp. 1.0
Zynga, Inc. 1.0
HubSpot, Inc. 1.0
Total 12.3%

Documents

  • Annual Reports

Performance
-12.2 % YTD

  • 3 Year
  • 2.44%
  • 5 Year
  • 47.99%
  • Best
  • 23.92%
    2019
  • Worst
  • -12.24%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
BBGSX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -6.1% 2.5% -20.6% 16.9% 3.6% 5.9% -0.8% - - - -
Q2 - 8.9% 29.3% 4.2% 6.6% 4.1% 3.2% -0.4% - - -
Q3 - 6.7% 8% -2.8% 7.4% 3.7% 5.9% -9.7% - - -
Q4 - -12% 7.2% 2.9% -15.3% 5.7% 2.7% 4.7% - - -

Returns +
M

J F M A M J J A S O N D
2022 -12.2% - - - - - - - - - - -
2021 -0.3% 4% -1.2% 5.7% -1.4% 4.5% 2.3% 2.8% 1.5% 0.7% -0.8% -17.4%

Annual
Return

Index Comparison

Alpha

NAV