Mutual Funds - Profile

Bridge Builder International Equity Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mega-and large-size companies outside the United States.

The fund manages assets by hiring sub-advisers and currently works with six. The fund prefers a multi-manager investing approach to reduce volatility and downside risk.

The sub-advisers are Baillie Gifford Overseas Limited, BlackRock Investment Management, LLC, Edinburgh Partners Limited, Mondrian Investment Partners Limited, Pzena Investment Management, LLC, and WCM Investment Management, LLC.

Each sub-adviser may use both its own proprietary and external research and securities selection processes to manage its allocated portion of the fund’s assets.

The sub-advisers’ investment More

Price

  • Last Close
  • $13.54
    +0.12
  • 52 Week HL
  • $15.33 - $13.15
  • Net Assets
  • $15210 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Taiwan Semiconductor 2.8
Sanofi SA 1.6
Lloyds Banking 1.5
Novartis AG 1.4
Tesco Plc 1.4
Company Holding
Shopify, Inc. 1.2
ING Groep 1.2
CK Hutchison 1.2
Sony Corp 1.2
Panasonic Corp. 1.1
Total 14.6%

Manager

  • Name
  • Gerard Callahan
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Baillie Gifford Overseas Limited

Documents

  • Annual Reports

Performance
-1.4 % YTD

  • 3 Year
  • 9.67%
  • 5 Year
  • 41.52%
  • Best
  • 26.7%
    2017
  • Worst
  • -13.28%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
BBIEX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -4%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 0.2% 4.3% -22.4% 10.6% -0.6% 8.5% -0.1% - - - -
Q2 - 5.7% 18% 2.2% -0.4% 6.7% 0.1% -100% - - -
Q3 - 3.4% 5.7% -1.9% 1.9% 5% 5.8% -9.9% - - -
Q4 - -6.6% 15.2% 6.8% -12.1% 4.4% -3% 5.4% - - -

Returns +
M

J F M A M J J A S O N D
2022 0.2% - - - - - - - - - - -
2021 0.3% 2.1% 1.9% 2.9% 3.3% -0.7% 0.1% 1.8% 1.4% -1.8% -5% -5.8%

Annual
Return

Index Comparison

Alpha

NAV