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Bridge Builder Small/mid Cap Value Fund (BBVSX)

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14.75 -0.26    -1.73%
24/07 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8.35B
Bridge Builder Small/Mid Cap Value 14.75 -0.26 -1.73%

BBVSX Overview

 
Find basic information about the Bridge Builder Small/mid Cap Value Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BBVSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.19%
Prev. Close15.01
Risk Rating
TTM Yield1.34%
ROE16.85%
IssuerN/A
Turnover23%
ROA5.34%
Inception Date42121
Total Assets8.35B
Expenses0.39%
Min. InvestmentN/A
Market Cap9.47B
CategoryMid - Cap Value
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Bridge Builder Small/mid Cap Value Fund Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1036 958 1132 1135 1567 -
Fund Return 3.65% -4.18% 13.2% 4.31% 9.39% -
Place in category 213 233 127 234 147 -
% in Category 54 61 38 65 46 -

Top Equity Funds by Bridge Builder

  Name Rating Total Assets YTD% 3Y% 10Y%
  Bridge Builder Large Cap Growth 25.22B 13.69 6.14 -
  Bridge Builder Large Cap Value 21.75B 7.46 7.39 -
  Bridge Builder International Equity 18.79B 5.54 0.55 -
  Bridge Builder Municipal Bond 14.79B 0.44 -0.35 -
  Bridge Builder Small/Mid Cap Growth 8.55B 6.49 -1.94 -

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Low-Priced Stock 24.02B 6.22 6.04 8.87
  JHancock Disciplined Value Mid Cap 14.38B 4.31 6.19 9.27
  Vanguard Mid-Cap Value Index Admira 11.99B 4.93 4.64 8.08
  Victory Sycamore Established Value6 10.33B 4.73 6.58 10.67
  MFS Mid Cap Value R6 9.44B 6.20 6.40 8.60

Top Holdings

Name ISIN Weight % Last Change %
  Parker-Hannifin US7010941042 0.70 534.47 +0.98%
  Corteva US22052L1044 0.66 54.23 +0.76%
  Ameriprise Financial US03076C1062 0.65 442.24 +4.24%
  nVent Electric IE00BDVJJQ56 0.65 70.27 -1.43%
  Royal Caribbean Cruises LR0008862868 0.64 157.99 -3.96%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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