Buy 3 Bridge Builder Mutual Funds for Portfolio Stability
The Bridge Builder offers mutual funds through Edward Jones investment advisory programs. It offers a multi-manager approach, combining the talents of several experienced sub-advisers into a single fund. Several factors are considered when selecting a manager for the Bridge Builder mutual funds, including the manager’s experience, investment process, and performance, making it a consistent investment option.
We have chosen three Bridge Builder mutual funds, Bridge Builder Small/Mid Cap Growth (BBGSX), Bridge Builder Core Plus Bond (BBCPX) and Bridge Builder Large Cap Value Fund (BBVLX), which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Bridge Builder Small/Mid Cap Growth fund invests most of its assets in small and mid-capitalization companies, defined as those whose market capitalizations typically fall within the ranges of the Russell MidCap Index and the Russell 2000 Index. BBGSX advisors follow a growth investment style and combine strategies from multiple subadvisers, each utilizing their proprietary research and security selection processes.
Scott Brayman has been the lead manager of BBGSX since April 27, 2015. Most of the fund’s holdings were in companies like Ascendis Pharma A/S (1.3%), argenx SE (1.3%) and Pure Storage Inc (1.1%) as of Sept. 30, 2025.
BBGSX’s 3-year and 5-year annualized returns are 13% and 4%, respectively. Its net expense ratio is 0.34%. BBGSX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here.
Bridge Builder Core Plus Bond fund invests a majority of its net assets in fixed-income securities of various maturities and durations, along with derivatives and certain investment companies linked to fixed-income performance.
Matthew J. Eagan has been the lead manager of BBCPX since July 13, 2015. Most of the fund’s holdings were in companies like Misc Bonds (70.9%), Cash (7.8%), and U.S. Treasury Note Bond (4%) as of Sept. 30, 2025.
BBCPX’s 3-year and 5-year annualized returns are 6.2% and 1.4%, respectively. Its net expense ratio is 0.15%. BBCPX has a Zacks Mutual Fund Rank #1.
Bridge Builder Large Cap Value Fund invests its net assets in the securities of large-capitalization companies, as defined by the Russell 1000 Index, which includes companies typically with market capitalizations exceeding $2.4 billion. BBVLX advisors also invest in medium and small-capitalization companies, U.S. and foreign entities, American and Global Depositary Receipts, and securities of real estate investment trusts.
Mark Giambrone has been the lead manager of BBVLX since April 27, 2015. Most of the fund’s holdings were in companies like Wells Fargo & Co (2.3%), Alphabet Inc. (1.9%) and Merck & Co., Inc. (1.8%) as of Dec. 31, 2025.
BBVLX’s 3-year and 5-year annualized returns are 14.8% and 11.7%, respectively. Its net expense ratio is 0.22%. BBVLX has a Zacks Mutual Fund Rank #2.
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This article originally published on Zacks Investment Research (zacks.com).
