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BBTIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$11.39
Change
-$0.26 (-2.23%)
Net Assets
1.81B

BBTIX Bridge Builder Tax Managed Intl Eq Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM).

Industry description

The investment seeks to provide a tax‑efficient investment return consisting of capital appreciation. The fund invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in equity securities and other instruments, such as certain investment companies, with economic characteristics that seek to track the performance of equity securities. It may also invest in other investment companies, including other open‑end or closed‑end investment companies and ETFs, that have characteristics that are consistent with the fund’s investment objective.

Market Cap

The average market capitalization across the Bridge Builder Tax Managed Intl Eq MF is 258.12B. The market cap for tickers in the group ranges from 1.89B to 867.17B. TSM holds the highest valuation in this group at 867.17B. The lowest valued company is ROG at 1.89B.

Volume

The average weekly volume growth across all stocks in the Bridge Builder Tax Managed Intl Eq MF was -63%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was -29%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 44
P/E Growth Rating: 37
Price Growth Rating: 47
SMR Rating: 52
Profit Risk Rating: 47
Seasonality Score: 39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Foreign Large Blend
Address
Bridge Builder Trust615 East Michigan StreetMilwaukee
Phone
(414) 287-3700
Web
N/A
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BBTIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BBTIX has been closely correlated with FSGEX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if BBTIX jumps, then FSGEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BBTIX
1D Price
Change %
BBTIX100%
-0.34%
FSGEX - BBTIX
98%
Closely correlated
-0.48%
VFWPX - BBTIX
97%
Closely correlated
-0.49%
MDIHX - BBTIX
96%
Closely correlated
-0.55%
VDIPX - BBTIX
91%
Closely correlated
-0.44%
VTMNX - BBTIX
91%
Closely correlated
-0.50%
More