BBTSX Mutual Fund

BBTSX Mutual Fund (Bridge Builder Tax Managed Small/Mid Cap Fund) is managed by Bridge Builder. BBTSX expense ratio is 0.42%, holding 949 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2022-06-01.

BBTSX performance shows a YTD return of 8.52%. The 1-year return is 10.93%. BBTSX dividend yield stands at 0.70%.

BBTSX top holdings include Jpmorgan U.S. Government Money Market Fund, Class IM (2.6%), Ascendis Pharma A/S (0.8%), Technipfmc Plc Ordinary Shares (0.8%), Rpm International Inc (0.8%), Labcorp Holdings Inc (0.7%). Go to all BBTSX holdings, BBTSX sectors, or BBTSX dividends.

BBTSX can be compared against other funds. Use BBTSX overlap to find shared positions, or BBTSX vs another fund for a side-by-side view. BBTSX alternatives are available via the screener, along with tax-loss harvesting opportunities.