fundvisualizer.com

Bridge Builder Small/Mid Cap GrowthBBGSX

Performance (before sales charge)

As of 04/30/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 04/30/2024
Stock
94.05%
Non-U.S. Stock
3.86%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
2.08%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 04/30/2024

Basic materials

1.96%

Consumer cyclical

9.92%

Financial services

7.74%

Real estate

1.01%

Consumer defensive

5.55%

Health care

18.96%

Utilities

0.07%

Communication services

3.03%

Energy

3.69%

Industrials

19.67%

Technology

26.28%

Top 10 holdings

As of 04/30/2024

Goldman Sachs FS Government Instl
2.00%
DexCom Inc
1.45%
Tradeweb Markets Inc
1.29%
Fortive Corp
1.12%
Axon Enterprise Inc
1.06%
Veeva Systems Inc Class A
1.00%
Xylem Inc
1.00%
Chipotle Mexican Grill Inc
0.97%
Domino's Pizza Inc
0.96%
West Pharmaceutical Services Inc
0.91%
Fund assets

$8.04 Billion

Share class

Inst

Morningstar category

Mid-Cap Growth

Expense ratio

0.38%

Investment objective

Growth

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