Bridge Builder Small/Mid Cap Growth
BBGSX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Milwaukee, WI 53202 Milwaukee WI United States of America 53202
- IPO Date
- Apr 27, 2015
- CIK
- 0001567101
- Similar Companies
- Business
- Bridge Builder Small/Mid Cap Growth Fund (BBGSX) is an open-end mutual fund that seeks capital appreciation by investing primarily in equity securities of small- and mid-capitalization growth companies, defined as those whose market capitalizations typically fall within the range of the Russell MidCap Index and the Russell 2000 Index; it employs a multi-manager sub-advised structure with multiple sub-advisers, including teams led by Scott Brayman, Matthew McGeary, and others, each managing portions of the portfolio focused on growth-oriented stocks across sectors such as healthcare, industrials, and technology; the fund may also invest in securities issued by U.S. and foreign entities, derivatives, and cash equivalents like money market instruments. Olive Street Investment Advisers, LLC, a wholly-owned subsidiary of The Jones Financial Companies, L.L.L.P. (affiliated with Edward Jones), serves as the investment adviser, with Parametric Portfolio Associates LLC acting as the tax overlay and direct indexing manager to optimize tax efficiency and aggregate sub-adviser models; the fund is part of Bridge Builder Trust, a statutory trust domiciled in Delaware with legal address in Wilmington, and operates exclusively through eligible Edward Jones advisory programs in the United States; total net assets stand at approximately $9.52 billion, with a net expense ratio of 0.34%-0.38% (after waivers through at least October 2024), 1,552 holdings, and a benchmark of the Russell 2500 Growth Index. Launched on April 27, 2015, the fund is headquartered through its adviser at 12555 Manchester Road, St. Louis, Missouri, with additional operational ties to Milwaukee, Wisconsin; it targets growth-style investments in U.S.-centric portfolios (93% U.S. stocks), with limited exposure to non-U.S. stocks (4%), primarily in Canada and Europe. In recent developments, the fund maintained its multi-manager approach with the addition of new sub-advisers Matt Waldron and Steven White effective June 30, 2025, enhancing portfolio management depth; a headquarters address change was registered on January 15, 2025, reflecting ongoing administrative updates within Bridge Builder Trust; no major acquisitions, funding rounds, or strategic partnerships involving the fund were reported in 2024-2025, with focus remaining on tax-managed growth strategies amid sustained assets under management growth to over $9 billion.