fundvisualizer.com

Bridge Builder Small/Mid Cap GrowthBBGSX

Performance (before sales charge)

As of 08/31/2022

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 08/31/2022
Stock
93.27%
Non-U.S. Stock
3.92%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
2.80%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 08/31/2022

Basic materials

1.85%

Consumer cyclical

9.68%

Financial services

10.34%

Real estate

1.61%

Consumer defensive

5.19%

Health care

21.58%

Utilities

0.21%

Communication services

2.66%

Energy

2.72%

Industrials

15.99%

Technology

25.33%

Top 10 holdings

As of 08/31/2022

Goldman Sachs FS Government Instl
2.69%
Veeva Systems Inc Class A
1.40%
Repligen Corp
1.13%
Fortive Corp
1.05%
Catalent Inc
1.03%
SVB Financial Group
1.02%
Tradeweb Markets Inc
0.99%
Atlassian Corporation PLC A
0.93%
argenx SE ADR
0.92%
HubSpot Inc
0.89%
Fund assets

$5.79 Billion

Share class

Inst

Morningstar category

Mid-Cap Growth

Expense ratio

0.37%

Investment objective

Growth

Documents