Bridge Builder Tax Managed Small/Mid Cap Fund (BBTSX)

Overview

The fund specializes in investing primarily in small- and mid-capitalization companies, aiming to track the performance of these sectors closely. It dedicates at least 80% of its net assets, alongside any borrowings for investment purposes, to securities and other financial instruments that embody the economic characteristics of small- and mid-cap firms. This focus not only reflects the fund's strategic investment direction but also its commitment to capturing the growth potential inherent in these market segments. In pursuit of its investment objective, the fund operates with flexibility, deploying capital into various instruments including but not limited to specific investment companies that align with its core focus areas.

Products and Services

The fund’s investment portfolio is comprised of a carefully selected mix of products and services designed to meet its investment objectives. Below is a detailed look into the primary offerings:

• Securities of Small- and Mid-Capitalization Companies:

  This constitutes the fund's principal investment focus, channeling at least 80% of its assets into securities of small- and mid-cap companies. These investments are selected based on their potential to track the performance of the respective company sizes closely, aiming for growth and value addition.

• Investment in Other Investment Companies:

  To diversify its investment approach and potentially enhance returns, the fund may also allocate assets into other investment companies, including both open-end and closed-end investment companies and ETFs (Exchange-Traded Funds). This strategy is geared towards investment vehicles that maintain consistency with the fund’s core investment objective, broadening the scope of its market engagement.