Morningstar

Bridge Builder Tax Managed Large Cap Fund BBTLX

Morningstar Medalist Rating
Medalist Rating as of | See Bridge Builder Investment Hub
  • NAV / 1-Day Return 18.22  /  +1.00 %
  • Total Assets 8.4B
  • Adj. Expense Ratio
    0.230%
  • Expense Ratio 0.220%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.82%
  • Turnover 35%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BBTLX

Will BBTLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BBTLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BBTLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BBTLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bridge Builder Tax Managed Large Cap holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BBTLX

More BBTLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.83 734M
Technology

Apple Inc

4.85 404M
Technology

Alphabet Inc Class A

4.74 394M
Communication Services

Microsoft Corp

3.22 268M
Technology

Amazon.com Inc

2.62 217M
Consumer Cyclical

Broadcom Inc

2.25 187M
Technology

Advanced Micro Devices Inc

1.99 165M
Technology

Alphabet Inc Class C

1.83 153M
Communication Services

Eli Lilly and Co

1.69 140M
Healthcare

Meta Platforms Inc Class A

1.59 133M
Communication Services

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