Bridge Builder Large Cap Value 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.
Bridge Builder Large Cap Value Fund BBVLX
- NAV / 1-Day Return 19.12 / +0.68 %
- Total Assets 29.1B
-
Adj. Expense Ratio
0.230%
- Expense Ratio 0.210%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.50%
- Turnover 64%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0
Morningstar’s Analysis BBVLX
Will BBVLX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 3.57 | 1B | Technology |
Apple Inc | 2.58 | 756M | Technology |
Amazon.com Inc | 2.41 | 707M | Consumer Cyclical |
E-mini S&P 500 Future Dec 26 | 1.74 | 511M | — |
JPMorgan US Government MMkt IM | 1.67 | 490M | Cash and Equivalents |
JPMorgan Chase & Co | 1.54 | 450M | Financial Services |
Charles Schwab Corp | 1.48 | 434M | Financial Services |
Merck & Co Inc | 1.44 | 423M | Healthcare |
Wells Fargo & Co | 1.24 | 363M | Financial Services |
Broadcom Inc | 1.14 | 333M | Technology |