Bridge Builder Large Cap Value Fund: (MF: BBVLX)
(NASDAQ Mutual Funds) As of Oct 21, 2025 05:37 PM ET
$18.66 USD
+0.04 (0.21%)
Fund Description
The fund invests at least 80% of its net assets in the securities of large capitalization companies, as defined by the Russell 1000 Index, which includes companies typically with market capitalizations exceeding $2.4 billion. The fund may also invest in medium and small capitalization companies, U.S. and foreign entities, American and Global Depositary Receipts, and securities of real estate investment trusts. Utilizing multiple sub-advisers, the fund combines various investment strategies focusing predominantly on value investments. Each sub-adviser employs its proprietary research processes, with significant exposure to the financials sector as of September 30, 2024. The fund may also engage in buying or selling derivatives for cash equitization purposes.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Bridge Builder Large Cap Value | BBVLX | NA | NA | 0.00 | 0.00 | 0.44 | 0.22 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return |
|---|
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Bridge Builder Large Cap Value | BBVLX | 0 | 0 | 0 | A |
Contact Information
| Family | Bridge Builder |
| Address | 615 East Michigan Street Milwaukee, WI 53202 |
| Phone | 855 823-3611 |