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Bridge Builder Small/mid Cap Growth Fund: (MF: BBGSX)

(NASDAQ Mutual Funds) As of May 15, 2026 05:39 PM ET

$16.97 USD

-0.35 (-2.02%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 3.92 55
3 months 1.43 78
6 months 1.92 67
1 Year 23.64 64
3 Year 14.00 72
5 Year 3.30 86
10 Year 11.23 65

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2026

1 Year 14.63
5 Year 2.74
10 Year 10.51
Since Inception 9.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.23 NA NA NA
2025 -9.48 12.32 6.22 0.32
2024 11.22 -4.25 4.30 3.06
2023 7.65 5.85 -4.70 11.39
2022 -13.34 -20.22 -1.89 3.44
2021 2.46 8.87 1.10 3.19

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.928.3414.4820.97-29.8416.3834.4229.01-2.1021.4911.47
% Total Return Rel to Index 0.09-9.87-10.53-5.27-11.63-12.2916.02-2.472.28-0.30-0.46
% Total Return Rel to Peer -0.57-4.36-4.91-2.02-10.14-5.6714.500.584.750.813.65
% Perf Quintile vs Peer* 3.004.004.003.004.004.002.003.002.003.002.00
% Dividends 0.000.020.090.040.020.010.030.050.040.040.03
% Yield 0.110.110.550.130.180.050.180.330.360.310.34
Capital Gains ($) 0.001.180.000.000.003.012.110.530.660.100.00
Expense Ratio 0.000.340.360.380.380.370.380.390.410.430.47

* 1 = Top 20%, 5 = Bottom 20%