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Bridge Builder Small/mid Cap Value Fund: (MF: BBVSX)
(NASDAQ Mutual Funds) As of Nov 7, 2025 05:42 PM ET
$15.15 USD
+0.16 (1.07%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund invests at least 80% of its net assets in the securities of small and mid capitalization companies, typically defined as those with capitalizations within the ranges of the Russell MidCap Index and the Russell 2000 Index, approximately $150.4 million to $51.8 billion. It may also invest in large cap securities, as well as American and Global Depositary Receipts, and real estate investment trusts. The strategy emphasizes value investments, utilizing multiple sub advisers who combine proprietary and external research for portfolio construction. Key sectors include industrials, with asset allocations adjustable by the adviser based on each sub adviser's strategies and market conditions.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Bridge Builder Small/MidCap Value | BBVSX | NA | NA | 0.00 | 0.00 | 0.64 | 0.37 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return |
|---|
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Bridge Builder Small/MidCap Value | BBVSX | 0 | 0 | 0 | A |
Contact Information
| Family | Bridge Builder |
| Address | 615 East Michigan Street Milwaukee, WI 53202 |
| Phone | 855 823-3611 |