Bridge Builder Tax Managed International Equity Fund (BBTIX)

Overview

The described fund is an investment vehicle that primarily focuses on allocating its assets in equity securities and other similar financial instruments. A significant portion of its investments, at least 80%, is dedicated to equities and instruments designed to mimic the performance of the stock market. This includes investments in a range of entities such as specific investment companies that share the fund's economic objectives. The fund's strategy also allows for leveraging through borrowing for investment purposes, aiming to enhance the potential returns on its equity-focused portfolio.

Products and Services

• Equity Securities Investments

  This core investment focuses on stocks or stock-based instruments. The target is to invest at least 80% of the fund's net assets, in addition to borrowing amounts intended for investment, into these types of securities. This strategy is aimed at tracking and leveraging the performance of the equity markets to achieve the fund's growth objectives.

• Investment in Certain Investment Companies

  The fund may allocate part of its portfolio to specific investment companies that exhibit economic characteristics aligned with its investment goals. These can include various forms of investment vehicles, such as mutual funds, which offer a diversified exposure to the equity markets consistent with the fund’s strategic direction.

• ETFs and Other Open-End or Closed-End Investment Companies

  As part of its diversified investment approach, the fund also considers investments in Exchange-Traded Funds (ETFs) and other types of investment companies, both open-ended and closed-ended. These investments are selected based on their ability to align with the fund’s overall objective of tracking equity market performance while potentially offering liquidity, efficiency, and cost-effectiveness.