About BBTIX
The Bridge Builder Tax Managed International Equity Fund is an open-end mutual fund focused on delivering tax-efficient capital appreciation by investing predominantly in international equities. The fund targets a diversified portfolio, allocating at least 80% of its net assets to equity securities of companies based outside the United States. Its holdings span major sectors such as technology, healthcare, energy, and consumer cyclical, featuring prominent names like SAP SE, ASML Holding, Roche Holding, and Shell PLC. The fund is categorized in the foreign large blend segment, blending exposure to both growth and value international stocks from developed and emerging markets.
Designed with cost-efficiency in mind, the fund maintains a competitive expense ratio and low distribution fees, aiming to maximize after-tax returns for investors. The Bridge Builder Tax Managed International Equity Fund is often selected by investors seeking global diversification while minimizing the tax impact of capital gains distributions. Its market role is to provide a core international equity allocation for diversified portfolios, supporting long-term growth objectives through strategic, tax-sensitive management.
Fund Family Bridge Builder
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BBTIX
Index Index is not provided by Management Company
BBTIX had a total return of 12.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.25%.
