Bridge Builder Small/Mid Cap Value (BBVSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Bridge Builder Small/Mid Cap Value
Milwaukee, WI 53202
615 East Michigan Street
Bridge Builder Trust
(414) 287-3700
Management Information
,Lead Manager since October 31, 2016
Menno Vermeulen, CFA, is a Partner, Portfolio Manager and Senior Quantitative Analyst of LSV. Dr. Lakonishok joined LSV in 1994. Vermeulen has more than 21 years of investment experience. At LSV, Mr. Vermeulen has developed and written the software for our quantitative models and portfolio management system. He leads our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Vermeulen is also involved in the research process at LSV.
Prior to joining LSV, he worked at ABP
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Value
Fund FamilyBridge Builder
Net Assets7.71B
YTD Return2.19%
Yield1.35%
Morningstar Rating★★★
Inception DateApr 26, 2015
Fund Operations
Last Dividend0.19
Last Cap Gain20.00
Holdings Turnover41.00%
Average for CategoryN/A
Fees & Expenses
ExpenseBBVSXCategory Average
Annual Report Expense Ratio (net)0.41%1.01%
Prospectus Net Expense Ratio0.41%N/A
Prospectus Gross Expense Ratio0.67%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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