About BBGLX
The Bridge Builder Large Cap Growth Fund is an actively managed mutual fund focused on capital appreciation by investing primarily in U.S. large-capitalization companies. The fund allocates at least 80% of its net assets to large-cap stocks and may also invest in instruments such as American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) to diversify its portfolio internationally. With over $25 billion in assets under management, the fund stands out in its category for its scale and efficient cost structure, boasting a notably low expense ratio compared to peers. The portfolio is concentrated in high-growth sectors, chiefly technology, consumer cyclical, and communication services, with major holdings like Microsoft, Amazon, NVIDIA, and Apple. Designed to capture growth opportunities among established industry leaders, the fund appeals to investors seeking exposure to innovative, market-dominant companies within the U.S. equity landscape. Capital gains and dividend distributions are typically issued annually or semi-annually, reflecting its growth-oriented strategy.
Fund Family Bridge Builder
Category Large Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BBGLX
Index Russell 1000 Growth TR
BBGLX had a total return of -3.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.70%.
