Bridge Builder Tax Managed Small/Mid Cap FundBBTSX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$3.0B
Expense ratio
0.39%
1-year return
+16.3%
3 years, a year
+12.7%
5 years, a year
—
12-month yield
0.69%
Holdings
949
What it aims to do.
The investment objective of Bridge Builder Tax Managed Small/Mid Cap Fund (the Fund or the Small/Mid Cap Fund) is to seek to provide a tax-efficient investment return consisting of capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JPMorgan US Govt Mmkt-Im | 2.14% |
| FIX Comfort Systems Usa Inc | 1.81% |
| FTAI Ftai Aviation Ltd | 1.01% |
| Ascendis Pharma A/S - Adr | 0.96% |
| FTI Technipfmc Plc | 0.90% |
| ON On Semiconductor | 0.83% |
| INSM Insmed Inc | 0.76% |
| RPM Rpm International Inc | 0.75% |
| KEYS Keysight Technologies In | 0.72% |
| JLL Jones Lang Lasalle Inc | 0.70% |
More on BBTSX.
- BBTSX overview
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- BBTSX risk
- BBTSX costs
- BBTSX money in and out
- BBTSX share classes
- Compare BBTSX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.