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Bridge Builder Small/Mid Cap Growth (BBGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.56+0.07 (+0.45%)
At close: 08:01PM EDT

Bridge Builder Small/Mid Cap Growth

Milwaukee, WI 53202

615 East Michigan Street

Bridge Builder Trust

(414) 287-3700
Management information
Stephen J. Bishop,Lead manager since 8 September 2021
Stephen J. Bishop has been a member of the RS Growth team since 1996 and has been with Victory Capital Management Inc. since 2016. Mr. Bishop has been a co-portfolio manager and analyst of Victory RS Mid Cap Growth Fund (including its predecessor fund) since 2008, Victory RS Small Cap Equity Fund (including its predecessor fund) since 2009. From 1996 to 2016, Mr. Bishop was a research analyst primarily covering the technology sector with RS Investment Management Co. LLC, which was acquired by the Adviser in 2016. Prior to joining RS Investments, he worked as an analyst in the corporate finance department of Dean Witter Reynolds, Inc., for two years.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyBridge Builder
Net assets8.04B
YTD return3.88%
Yield0.30%
Morningstar rating★★★
Inception date26 Apr 2015

Fund operations

Last dividend0.04
Last cap gain8.00
Holdings turnover63.00%
Average for categoryN/A

Fees and expenses

ExpenseBBGSXCategory average
Annual report expense ratio (net)0.38%1.09%
Prospectus net expense ratio0.38%N/A
Prospectus gross expense ratio0.66%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A