Bridge Builder Tax Managed Large Cap Fund (BBTLX)

Overview

The fund is primarily focused on investing in large capitalization companies, aiming to mirror or track the performance of these entities through a substantial portion of its net assets. Notably, it employs a strategy that commits at least 80% of its net assets (plus any borrowings for investment purposes) towards securities of large capitalization firms. Additionally, the fund explores investment opportunities in other financial instruments and investment companies, including ETFs, that align with its objective of tracking the performance of large cap companies. This approach is crafted to leverage the potential growth and stability of large cap companies, providing investors with a strategic avenue for investment in this segment of the market.

Products and Services

• Investments in Large Capitalization Companies:

  The cornerstone of the fund’s strategy is its investment in securities of large capitalization companies. Given these companies' significant market presence and stability, the fund seeks to invest a minimum of 80% of its net assets, along with any borrowings for investment purposes, into this category. This focus is designed to provide investors with exposure to the economic performance and potential of major players across various industries.

• Investments in Other Instruments Tracking Large Cap Companies:

  Beyond direct investments in large cap companies, the fund also allocates assets to other instruments and investment vehicles, such as certain investment companies, designed to track the performance of these entities. This method enhances portfolio diversification and taps into different aspects and dimensions of the large cap market, potentially increasing the fund’s ability to capitalize on market movements and trends.

• Investment in Other Investment Companies and ETFs:

  In its pursuit of aligning with its investment objective, the fund may also opt to invest in other open-end or closed-end investment companies and ETFs (Exchange Traded Funds) that exhibit characteristics consistent with the fund's goals. This strategy offers investors a diversified portfolio construction, leveraging the inherent advantages of ETFs and other investment companies, such as liquidity and broad market exposure, further supporting the fund’s performance objectives.