- What does BBGSX invest in?
- Under typical market conditions, this fund commits a minimum of 80% of its total assets (inclusive of any borrowed capital for investment) to the stocks of small and medium-sized companies. This allocation can also include other investment vehicles, such as certain funds, that are designed to track the performance of small and mid-cap equities. The fund has the flexibility to invest in securities issued by both U.S. and international entities.
- What is the expense ratio of BBGSX?
- Bridge Builder Small/Mid Cap Growth (BBGSX) charges an expense ratio of 0.34%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BBGSX?
- Bridge Builder Small/Mid Cap Growth (BBGSX) manages $11.17B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BBGSX actively managed or an index fund?
- BBGSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BBGSX launched?
- Bridge Builder Small/Mid Cap Growth (BBGSX) launched in April 2015 and is managed by the fund issuer.
- How has BBGSX performed?
- BBGSX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
