OUR FUNDS
Diversification, long-term approach, high quality

Our Manager Selection Process

We strive to select diverse sub-advisers that have complementary investment styles, performance patterns and portfolio characteristics. We seek to invest in high-quality strategies that are proven with a track record of success. We select sub-advisers we expect to utilize for the long term.

While each sub-adviser brings specific expertise to the overall portfolio, we look for certain characteristics in every manager we consider:

  • Experienced, well-resourced team
  • Sensible, repeatable investment process
  • Portfolio characteristics that fit the team’s investment philosophy
  • Demonstrated track record of success
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Bridge Builder Core Bond Fund

FUND DETAILS

MONTHLY PERFORMANCE AS OF 11/30/2019
1 M 3 M YTD 1 Y 3 Y 5 Y Since Inception
10/28/2013
Gross Expense
Ratio
Bridge Builder Core Bond Fund -0.04% -0.28% 9.30% 11.19% 4.50% 3.51% 3.67% 0.34%
Bloomberg Barclays U.S. Aggregate Bond Index -0.05% -0.28% 8.79% 10.79% 4.10% 3.08% 3.31%
QUARTERLY PERFORMANCE AS OF 09/30/2019
3 M YTD 1 Y 3 Y 5 Y Since Inception
10/28/2013
Bridge Builder Core Bond Fund 2.54% 9.06% 10.75% 3.33% 3.79% 3.73%
Bloomberg Barclays U.S. Aggregate Bond Index 2.27% 8.52% 10.30% 2.92% 3.38% 3.37%

Bridge Builder Core Plus Bond Fund

FUND DETAILS

MONTHLY PERFORMANCE AS OF 11/30/2019
1 M 3 M YTD 1 Y 3 Y 5 Y Since Inception
07/13/2015
Gross Expense
Ratio
Bridge Builder Core Plus Bond Fund -0.01% -0.11% 9.21% 10.89% 4.56% N/A 3.90% 0.47%
Bloomberg Barclays U.S. Aggregate Bond Index -0.05% -0.28% 8.79% 10.79% 4.10% N/A 3.60%
QUARTERLY PERFORMANCE AS OF 09/30/2019
3 M YTD 1 Y 3 Y 5 Y Since Inception
07/13/2015
Bridge Builder Core Plus Bond Fund 1.87% 8.91% 10.40% 3.48% N/A 3.99%
Bloomberg Barclays U.S. Aggregate Bond Index 2.27% 8.52% 10.30% 2.92% N/A 3.69%

Bridge Builder Municipal Bond Fund

FUND DETAILS

MONTHLY PERFORMANCE AS OF 11/30/2019
1 M 3 M YTD 1 Y 3 Y 5 Y Since Inception
09/14/2015
Gross Expense
Ratio
Bridge Builder Municipal Bond Fund 0.20% -0.23% 6.80% 7.89% 4.51% N/A 3.53% 0.39%
Bloomberg Barclays Municipal 1-15 Year Index 0.23% -0.32% 6.10% 7.28% 4.32% N/A 3.30%
QUARTERLY PERFORMANCE AS OF 09/30/2019
3 M YTD 1 Y 3 Y 5 Y Since Inception
09/14/2015
Bridge Builder Municipal Bond Fund 1.51% 6.46% 8.04% 3.04% N/A 3.60%
Bloomberg Barclays Municipal 1-15 Year Index 1.13% 5.58% 7.39% 2.74% N/A 3.31%

Bridge Builder Large Cap Growth Fund

FUND DETAILS

MONTHLY PERFORMANCE AS OF 11/30/2019
1 M 3 M YTD 1 Y 3 Y 5 Y Since Inception
04/27/2015
Gross Expense
Ratio
Bridge Builder Large Cap Growth Fund 4.39% 6.36% 29.62% 19.43% 17.90% N/A 12.08% 0.46%
Russell 1000® Growth Index 4.44% 7.39% 32.40% 21.01% 19.79% N/A 13.76%
QUARTERLY PERFORMANCE AS OF 09/30/2019
3 M YTD 1 Y 3 Y 5 Y Since Inception
04/27/2015
Bridge Builder Large Cap Growth Fund 0.96% 21.95% 5.92% 15.01% N/A 11.02%
Russell 1000® Growth Index 1.49% 23.30% 3.71% 16.89% N/A 12.49%

Bridge Builder Large Cap Value Fund

FUND DETAILS

MONTHLY PERFORMANCE AS OF 11/30/2019
1 M 3 M YTD 1 Y 3 Y 5 Y Since Inception
04/27/2015
Gross Expense
Ratio
Bridge Builder Large Cap Value Fund 2.91% 6.30% 25.37% 13.64% 11.04% N/A 8.97% 0.46%
Russell 1000® Value Index 3.09% 8.26% 23.15% 11.33% 9.59% N/A 8.24%
QUARTERLY PERFORMANCE AS OF 09/30/2019
3 M YTD 1 Y 3 Y 5 Y Since Inception
04/27/2015
Bridge Builder Large Cap Value Fund 2.10% 20.51% 4.54% 11.00% N/A 8.36%
Russell 1000® Value Index 1.36% 17.81% 4.00% 9.43% N/A 7.49%

Bridge Builder Small/Mid Cap Growth Fund

FUND DETAILS

MONTHLY PERFORMANCE AS OF 11/30/2019
1 M 3 M YTD 1 Y 3 Y 5 Y Since Inception
04/27/2015
Gross Expense
Ratio
Bridge Builder Small/Mid Cap Growth Fund 4.75% 6.41% 27.63% 15.30% 15.28% N/A 10.66% 0.67%
Russell 2500® Growth Index 6.81% 7.49% 31.43% 17.17% 15.16% N/A 9.82%
QUARTERLY PERFORMANCE AS OF 09/30/2019
3 M YTD 1 Y 3 Y 5 Y Since Inception
04/27/2015
Bridge Builder Small/Mid Cap Growth Fund -2.18% 20.38% 1.29% 13.71% N/A 9.63%
Russell 2500® Growth Index -3.18% 19.97% -4.11% 12.33% N/A 7.96%

Bridge Builder Small/Mid Cap Value Fund

FUND DETAILS

MONTHLY PERFORMANCE AS OF 11/30/2019
1 M 3 M YTD 1 Y 3 Y 5 Y Since Inception
04/27/2015
Gross Expense
Ratio
Bridge Builder Small/Mid Cap Value Fund 3.13% 7.77% 24.85% 11.38% 7.05% N/A 6.15% 0.70%
Russell 2500® Value Index 2.45% 8.68% 19.94% 6.68% 6.06% N/A 6.46%
QUARTERLY PERFORMANCE AS OF 09/30/2019
3 M YTD 1 Y 3 Y 5 Y Since Inception
04/27/2015
Bridge Builder Small/Mid Cap Value Fund 1.56% 19.94% -0.60% 7.44% N/A 5.43%
Russell 2500® Value Index 0.13% 15.41% -4.35% 6.87% N/A 5.78%

Bridge Builder International Equity Fund

FUND DETAILS

MONTHLY PERFORMANCE AS OF 11/30/2019
1 M 3 M YTD 1 Y 3 Y 5 Y Since Inception
07/06/2015
Gross Expense
Ratio
Bridge Builder International Equity Fund 1.47% 7.39% 18.17% 11.90% 9.68% N/A 5.50% 0.64%
MSCI EAFE Index 1.13% 7.76% 18.17% 12.44% 9.62% N/A 4.70%
QUARTERLY PERFORMANCE AS OF 09/30/2019
3 M YTD 1 Y 3 Y 5 Y Since Inception
07/06/2015
Bridge Builder International Equity Fund -1.32% 12.75% -0.88% 6.33% N/A 4.56%
MSCI EAFE Index -1.07% 12.80% -1.34% 6.48% N/A 3.74%

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-855-823-3611. Returns shown for the Fund include the reinvestment of all dividends, if any. Total return calculations reflect the effect of the Advisers fee waiver agreement for the Fund. If such fee waivers had not occurred, the quoted performance would be lower. Performance for periods greater than one-year is annualized.

The Gross Expense Ratio, per the Fund’s latest prospectus, includes all categories of expenses before any expense reductions or fee waivers.

Past performance does not guarantee future results.

Diversification does not assure a profit or protect against a loss in a declining market.

Mutual fund investing involves risk. The value of your investment in the Fund could go down as well as up.

Click here for index and financial term definitions.

Before you invest in The Bridge Builder Funds, please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectus by calling 1-855-823-3611. The prospectus should be read and considered carefully before you invest or send money.

The Bridge Builder Funds are only available through Edward Jones Advisory Solutions®.

The Bridge Builder Funds are distributed by ALPS Distributors, Inc.
There is no affiliation between ALPS Distributors, Inc. and Bridge Builder Trust and any of its affiliates and subsidiaries.

© 2019 Bridge Builder Trust. All rights reserved.