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BBTLX
Mutual Fund ticker: NASDAQ
AS OF
Aug 5 closing price
Price
$15.70
Change
-$0.05 (-0.32%)
Net Assets
6.73B

BBTLX Bridge Builder Tax Managed Large Cap Forecast, Technical & Fundamental Analysis

The investment seeks to provide a tax‑efficient investment return consisting of capital appreciation... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks to provide a tax‑efficient investment return consisting of capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets (plus the amount of borrowings for investment purposes) 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. 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 Large Cap MF is 1.85T. The market cap for tickers in the group ranges from 30.71B to 4.35T. NVDA holds the highest valuation in this group at 4.35T. The lowest valued company is VRT at 30.71B.

Volume

The average weekly volume growth across all stocks in the Bridge Builder Tax Managed Large Cap MF was -9%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was -18%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 54
Price Growth Rating: 35
SMR Rating: 24
Profit Risk Rating: 34
Seasonality Score: -56 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, BBTLX has been closely correlated with VTSMX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if BBTLX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BBTLX
1D Price
Change %
BBTLX100%
-0.32%
VTSMX - BBTLX
100%
Closely correlated
N/A
VTSAX - BBTLX
100%
Closely correlated
N/A
VSTSX - BBTLX
100%
Closely correlated
N/A
VITSX - BBTLX
100%
Closely correlated
N/A
VSMPX - BBTLX
100%
Closely correlated
N/A
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