BBTSX Bridge Builder Tax Managed Sm/Md Cp Forecast, Technical & Fundamental Analysis

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.

The average market capitalization across the Bridge Builder Tax Managed Sm/Md Cp MF is 16.5B. The market cap for tickers in the group ranges from 8.58B to 32.47B. ACGL holds the highest valuation in this group at 32.47B. The lowest valued company is TTEK at 8.58B.

The average weekly volume growth across all stocks in the Bridge Builder Tax Managed Sm/Md Cp MF was -24%. For the same stocks of the MF, the average monthly volume growth was -66% and the average quarterly volume growth was -36%