Bridge Builder Small/Mid Cap Value FundBBVSX

MUTUAL FUNDEdward Jones
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$9.1B
Expense ratio
0.38%
1-year return
+18.4%
3 years, a year
+15.7%
5 years, a year
+9.1%
Holdings
2,246

What it aims to do.

The investment objective of Bridge Builder Small/Mid Cap Value Fund (the Fund or the Small/Mid Cap Value Fund) is to provide capital appreciation.

Top 10 holdings.

Holding% of fund
JPMorgan US Govt Mmkt-Im1.64%
FTI Technipfmc Plc1.15%
BURL Burlington Stores Inc0.77%
HUBB Hubbell Inc0.70%
CMS Cms Energy Corp0.63%
PH Parker Hannifin Corp0.63%
WEC Wec Energy Group Inc0.63%
EVRG Evergy Inc0.63%
LNT Alliant Energy Corp0.62%
HWM Howmet Aerospace Inc0.61%

More on BBVSX.

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