Bridge Builder Large Cap Value Fund

Frequently Asked Questions About BBVLX

What does BBVLX invest in?

Under normal operating conditions, this fund commits a minimum of 80% of its total investable assets (which includes funds obtained through borrowing for investment purposes) to securities issued by large-capitalization companies. This core investment also extends to other financial instruments, such as specific types of investment companies, that are structured to economically mirror the performance of large-cap equities. Additionally, the fund has the option to acquire American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs).

What is the expense ratio of BBVLX?

Bridge Builder Large Cap Value Fund (BBVLX) charges an expense ratio of 0.23%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BBVLX?

Bridge Builder Large Cap Value Fund (BBVLX) manages $28.99B 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 BBVLX actively managed or an index fund?

BBVLX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BBVLX launched?

Bridge Builder Large Cap Value Fund (BBVLX) launched in April 2015 and is managed by the fund issuer.

How has BBVLX performed?

BBVLX'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.