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BBTSX
Mutual Fund ticker: NASDAQ
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BBTSX price forecast, quote, news & analysis

Category: @Mid-Cap Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Lattice Semiconductor Corp (NASDAQ:LSCC).

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 the securities of small- and mid‑capitalization companies and other instruments, such as certain investment companies, with economic characteristics that seek to track the performance of securities of small- and mid‑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 Sm/Md Cp MF is 22.13B. The market cap for tickers in the group ranges from 6.79B to 60.23B. RSG holds the highest valuation in this group at 60.23B. The lowest valued company is LSCC at 6.79B.

Volume

The average weekly volume growth across all stocks in the Bridge Builder Tax Managed Sm/Md Cp MF was 19%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 70%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 47
Price Growth Rating: 46
SMR Rating: 42
Profit Risk Rating: 22
Seasonality Score: 32 (-100 ... +100)
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General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Bridge Builder Trust615 East Michigan StreetMilwaukee
Phone
(414) 287-3700
Web
N/A