Bridge Builder Large Fund Quote
| BBVLX Fund | USD 16.73 0.01 0.06% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Bridge Builder is trading at 16.73 as of the 19th of April 2024; that is 0.06 percent increase since the beginning of the trading day. The fund's open price was 16.72. Bridge Builder has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Bridge Builder Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund invests, under normal market conditions, at least 80 percent of its net assets in the securities of large capitalization companies and other instruments, such as certain investment companies, with economic characteristics that seek to track the performance of securities of large capitalization companies. More on Bridge Builder Large
Moving together with Bridge Mutual Fund
| 1.0 | VVIAX | Vanguard Value Index | PairCorr |
| 0.92 | DOXGX | Dodge Cox Stock | PairCorr |
| 0.97 | FFMMX | American Funds American | PairCorr |
| 0.97 | FFFMX | American Funds American | PairCorr |
| 0.99 | AMRMX | American Mutual | PairCorr |
| 0.97 | AMFFX | American Mutual | PairCorr |
Bridge Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Bridge Builder's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Bridge Builder or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Bridge Builder Funds, Large Value Funds, Large Value, Bridge Builder (View all Sectors) |
| Update Date | 31st of March 2024 |
Bridge Builder Large [BBVLX] is traded in USA and was established 19th of April 2024. Bridge Builder is listed under Bridge Builder category by Fama And French industry classification. The fund is listed under Large Value category and is part of Bridge Builder family. This fund currently has accumulated 8.15 B in assets under management (AUM) with no minimum investment requirementsBridge Builder Large is currently producing year-to-date (YTD) return of 4.67% with the current yeild of 0.02%, while the total return for the last 3 years was 7.67%.
Check Bridge Builder Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bridge Builder Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Bridge Builder Large Mutual Fund Constituents
| CMCSA | Comcast Corp | Stock | Communication Services |
| JNJ | Johnson Johnson | Stock | Health Care |
| UPS | United Parcel Service | Stock | Industrials |
| ORCL | Oracle | Stock | Information Technology |
| MS | Morgan Stanley | Stock | Financials |
| MDT | Medtronic PLC | Stock | Health Care |
| PNC | PNC Financial Services | Stock | Financials |
Bridge Builder Target Price Odds Analysis
Based on a normal probability distribution, the odds of Bridge Builder jumping above the current price in 90 days from now is about 56.32%. The Bridge Builder Large probability density function shows the probability of Bridge Builder mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Bridge Builder has a beta of 0.921 suggesting Bridge Builder Large market returns are sensitive to returns on the market. As the market goes up or down, Bridge Builder is expected to follow. Additionally, bridge Builder Large has an alpha of 0.0045, implying that it can generate a 0.004462 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Bridge Builder to move above the current price in 90 days from now is about 56.32 (This Bridge Builder Large probability density function shows the probability of Bridge Mutual Fund to fall within a particular range of prices over 90 days) .
Bridge Builder Large Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Bridge Builder market risk premium is the additional return an investor will receive from holding Bridge Builder long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Bridge Builder. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Bridge Builder's alpha and beta are two of the key measurements used to evaluate Bridge Builder's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4522 | |||
| Semi Deviation | 0.5322 | |||
| Standard Deviation | 0.5964 | |||
| Variance | 0.3557 |
Bridge Builder Against Markets
Picking the right benchmark for Bridge Builder mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Bridge Builder mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Bridge Builder is critical whether you are bullish or bearish towards Bridge Builder Large at a given time. Please also check how Bridge Builder's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Bridge Builder without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Bridge Mutual Fund?
Before investing in Bridge Builder, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Bridge Builder. To buy Bridge Builder fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Bridge Builder. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Bridge Builder fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Bridge Builder Large fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Bridge Builder Large fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Bridge Builder Large, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Bridge Builder Large?
The danger of trading Bridge Builder Large is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Bridge Builder is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Bridge Builder. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Bridge Builder Large is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bridge Builder Large. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.