Registry rank 253 · Portfolio as of 2026-03-31
Bridge Builder Large Cap Growth Fund
BBGLX
Filed fees in dollars
Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.00% computed index-control baseline. Methodology.
| Share class and filing | 10 years | 20 years | 30 years |
|---|---|---|---|
| BBGLX0.19% · SEC expense filing · as of 2025-06-30 | $2,924 | $9,439 | $22,857 |
These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.
Change the illustration
Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.00% computed index-control baseline. BBGLX SEC expense filing, as of 2025-06-30. Methodology.
| Result | Amount |
|---|---|
| Ending value at baseline | $265,330 |
| Ending value at filed expense ratio | $255,891 |
| Difference attributed to fee drag | $9,439 |
This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.
Largest active differences vs IWF
The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.
| Holding | Fund | IWF | Difference |
|---|---|---|---|
| NVIDIA CORPORATION | 8.60% | 12.95% | -4.35% |
| APPLE INC. | 7.76% | 11.66% | -3.90% |
| TESLA, INC. | 0.89% | 3.55% | -2.67% |
| JPMORGAN US GOVT MMKT-IM | 2.16% | 0.00% | +2.16% |
| MICROSOFT CORPORATION | 6.98% | 8.84% | -1.86% |
| ABBVIE INC. | 0.01% | 1.39% | -1.38% |
| WASTE MANAGEMENT, INC. | 1.55% | 0.31% | +1.24% |
| COSTCO WHOLESALE CORPORATION | 0.39% | 1.60% | -1.21% |
| DANAHER CORP | 1.13% | 0.00% | +1.13% |
| YUM! Brands, Inc. | 1.03% | 0.05% | +0.97% |
Source and verification
SEC N-PORT filing · filed 2026-05-22 · period 2026-03-31
SEC expense filing · period 2025-06-30