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Bridge Builder Small/mid Cap Value Fund (BBVSX)

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14.42 -0.80    -5.26%
20/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8.03B
Bridge Builder Small/Mid Cap Value 14.42 -0.80 -5.26%

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 Change3.82%
Prev. Close15.22
Risk Rating
TTM Yield1.15%
ROE16.59%
IssuerN/A
Turnover23%
ROA5.18%
Inception Date42121
Total Assets8.03B
Expenses0.39%
Min. InvestmentN/A
Market Cap10.42B
CategoryMid - Cap Value
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Bridge Builder Small/mid Cap Value Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1209 1084 1317 1333 1729 -
Fund Return 20.95% 8.37% 31.69% 10.05% 11.58% -
Place in category 155 62 80 177 139 -
% in Category 39 19 24 52 44 -

Top Equity Funds by Bridge Builder

  Name Rating Total Assets YTD% 3Y% 10Y%
  Bridge Builder Large Cap Growth 25.37B 23.68 6.99 -
  Bridge Builder Large Cap Value 21.46B 21.10 11.76 -
  Bridge Builder International Equity 18.25B 9.21 2.95 -
  Bridge Builder Municipal Bond 15.8B 3.02 0.39 -
  Bridge Builder Small/Mid Cap Growth 9.33B 22.37 1.74 -

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Low-Priced Stock 23.66B 13.73 9.20 9.37
  JHancock Disciplined Value Mid Cap 13.12B 18.63 11.15 10.22
  Vanguard Mid-Cap Value Index Admira 13.87B 23.41 9.82 9.43
  Victory Sycamore Established Value6 10.38B 18.33 10.82 11.74
  MFS Mid Cap Value R6 9.4B 22.99 10.60 10.11

Top Holdings

Name ISIN Weight % Last Change %
  Royal Caribbean Cruises LR0008862868 0.89 238.43 +3.32%
  EastGroup Properties US2772761019 0.74 161.44 +1.70%
  Ameriprise Financial US03076C1062 0.72 532.12 +1.21%
  Vistra Energy US92840M1027 0.71 139.95 +2.00%
  Marvell US5738741041 0.69 111.90 +2.56%

Technical Summary

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