BBVSX Mutual Fund

BBVSX Mutual Fund (Bridge Builder Small/Mid Cap Value Fund) is managed by Bridge Builder. BBVSX expense ratio is 0.38%, holding 2246 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-04-27.

BBVSX performance shows a YTD return of 16.43%. The 1-year return is 23.50% and the 5-year return is 9.45%. BBVSX dividend yield stands at 2.98%, paid annually.

BBVSX top holdings include Jpmorgan US Government Money Market Fund (1.6%), Technipfmc Plc Ordinary Shares (1.1%), Burlington Stores Inc (0.8%), Hubbell Inc (0.7%), Wec Energy Group Inc. (0.6%). Go to all BBVSX holdings, BBVSX sectors, or BBVSX dividends.

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