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 14.27%. The 1-year return is 19.14%. BBTSX dividend yield stands at 0.67%, paid annually.

BBTSX top holdings include Jpmorgan U.S. Government Money Market Fund, Class IM (1.6%), Comfort Systems USA Inc. (1.0%), Ascendis Pharma As Adr (0.8%), Technipfmc Plc Ordinary Shares (0.8%), Rpm International Inc (0.8%). 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.