BBGSX – Bridge Builder Small/Mid Cap Growth Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital appreciation. The fund will invest primarily in mid‑capitalization companies and no longer invest primarily in both small- and mid‑capitalization companies or follow a growth-oriented investment style, and a new 80% investment policy to invest in securities of mid‑capitalization companies (collectively, the “Repositioning”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BBGSX	Bridge Builder Small/Mid Cap Growth Fund	Institutional	Open			Apr 27, 2015	$10.74B	0.340%	Low	$0	$827.94M

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