Bridge Builder Tax Managed Large Cap FundBBTLX

MUTUAL FUNDEdward Jones
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$7.6B
Expense ratio
0.23%
1-year return
+14.2%
3 years, a year
+18.6%
5 years, a year
—
Holdings
381

What it aims to do.

The investment objective of Bridge Builder Tax Managed Large Cap Fund (the Fund or the Large Cap Fund) is to seek to provide a tax-efficient investment return consisting of capital appreciation.

Top 10 holdings.

Holding% of fund
NVDA Nvidia Corp6.57%
MSFT Microsoft Corp4.79%
AAPL Apple Inc4.72%
GOOGL Alphabet Inc-Cl A3.90%
AVGO Broadcom Inc2.55%
AMZN Amazon.Com Inc2.42%
META Meta Platforms Inc-Class A1.97%
GOOG Alphabet Inc-Cl C1.77%
XOM Exxon Mobil Corp1.74%
BRK-B Berkshire Hathaway Inc-Cl B1.59%

More on BBTLX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.