Bridge Builder Smallmid Fund Quote
| BBVSX Fund | USD 13.72 0.07 0.51% |
PerformanceVery Weak
| Odds Of DistressLow
|
Bridge Builder is trading at 13.72 as of the 21st of March 2025; that is 0.51 percent decrease since the beginning of the trading day. The fund's open price was 13.79. Bridge Builder has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests, under normal market conditions, at least 80 percent of its net assets in the securities of small and mid capitalization companies and other instruments, such as certain investment companies, that seek to track the performance of securities of small and mid capitalization companies. More on Bridge Builder Smallmid
Moving together with Bridge Mutual Fund
Moving against Bridge Mutual Fund
Bridge Mutual Fund Highlights
| Fund Concentration | Bridge Builder Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Bridge Builder (View all Sectors) |
| Update Date | 31st of March 2025 |
Bridge Builder Smallmid [BBVSX] is traded in USA and was established 21st of March 2025. Bridge Builder is listed under Bridge Builder category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Bridge Builder family. This fund currently has accumulated 4.63 B in assets under management (AUM) with no minimum investment requirementsBridge Builder Smallmid is currently producing year-to-date (YTD) return of 0.28% with the current yeild of 0.01%, while the total return for the last 3 years was 5.83%.
Check Bridge Builder Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bridge Builder Smallmid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Bridge Builder Smallmid Mutual Fund Constituents
| IQV | IQVIA Holdings | Stock | Health Care | |
| UNM | Unum Group | Stock | Financials | |
| AVTR | Avantor | Stock | Health Care | |
| CNNE | Cannae Holdings | Stock | Financials | |
| CASY | Caseys General Stores | Stock | Consumer Staples | |
| VST | Vistra Energy Corp | Stock | Utilities | |
| AMP | Ameriprise Financial | Stock | Financials | |
| WSC | Willscot Mobile Mini | Stock | Industrials |
Bridge Builder Smallmid Risk Profiles
| Mean Deviation | 0.836 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.4 | |||
| Risk Adjusted Performance | (0.16) |
Bridge Builder Against Markets
Other Information on Investing in Bridge Mutual Fund
Bridge Builder financial ratios help investors to determine whether Bridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bridge with respect to the benefits of owning Bridge Builder security.
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