Bridge Builder Small/Mid Cap Growth Fund
BBGSX
NASDAQ
| Weiss Ratings | BBGSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BBGSX-NASDAQ | Click to Compare |
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| Provider | Bridge Builder | |||
| Manager/Tenure (Years) | Matthew J. McGeary (11), Ryan Edward Crane (11), James D. Hamel (6), 23 others | |||
| Website | http://www.bridgebuildermutualfunds.com | |||
| Fund Information | BBGSX-NASDAQ | Click to Compare |
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| Fund Name | Bridge Builder Small/Mid Cap Growth Fund | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 27, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BBGSX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.11% | |||
| Dividend | BBGSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.70% | |||
| Asset Allocation | BBGSX-NASDAQ | Click to Compare |
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| Cash | 2.65% | |||
| Stock | 97.35% | |||
| U.S. Stock | 95.17% | |||
| Non-U.S. Stock | 2.18% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BBGSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.74% | |||
| 30-Day Total Return | -5.18% | |||
| 60-Day Total Return | -1.54% | |||
| 90-Day Total Return | -4.39% | |||
| Year to Date Total Return | 5.58% | |||
| 1-Year Total Return | 5.11% | |||
| 2-Year Total Return | 18.01% | |||
| 3-Year Total Return | 42.61% | |||
| 5-Year Total Return | 10.35% | |||
| Price | BBGSX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BBGSX-NASDAQ | Click to Compare |
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| Nav | $17.20 | |||
| 1-Month Low NAV | $17.10 | |||
| 1-Month High NAV | $18.14 | |||
| 52-Week Low NAV | $15.04 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $18.45 | |||
| 52-Week High Price (Date) | Aug 17, 2026 | |||
| Beta / Standard Deviation | BBGSX-NASDAQ | Click to Compare |
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| Beta | 0.86 | |||
| Standard Deviation | 17.43 | |||
| Balance Sheet | BBGSX-NASDAQ | Click to Compare |
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| Total Assets | 10.84B | |||
| Operating Ratios | BBGSX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.34% | |||
| Turnover Ratio | 107.00% | |||
| Performance | BBGSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.72% | |||
| Last Bear Market Total Return | -20.21% | |||