Bridge Builder Tax Managed International Equity Fund

Bridge Builder Trust · 1 share class

Actively managed developed international equity fund
One fund, 1 share class:BBTIX
$2.83B NAV
460 positions · as of 2026-06-30 · filed 2026-08-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Bridge Builder Tax Managed International Equity Fund is an actively managed developed international equity fund.

Asset class
Equity
Region
Developed international
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q4

The investment objective of the Bridge Builder Tax Managed International Equity Fund (the Fund or the International Equity Fund) is to seek to provide a tax-efficient investment return consisting of capital appreciation.

Strategy · summarised

The fund allocates its assets among five sub-advisers, each employing distinct equity strategies—from deep value and relative value approaches to direct indexing against the MSCI EAFE Growth and Value indices—with Parametric serving as overlay manager to implement their combined recommendations while applying active tax management techniques including tax loss harvesting and capital gain deferral. The fund invests at least 80% of assets in equity securities of non-U.S. companies across developed and emerging markets, with day-to-day portfolio construction delegated to the sub-advisers and overlay manager rather than executed directly by the fund adviser. Because Parametric has limited authority to vary from the sub-advisers' models primarily for tax efficiency and other portfolio objectives, the fund's actual holdings may diverge from any single sub-adviser's recommendation.

Expenses
0.39%one share class
Share classGrossNet
BBTIX0.64%0.39%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 44.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.25%
of net assets
Stocks97.27%
Cash & short-term1.81%
Real assets0.16%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 22 new27 exited

Largest new: KIOXIA HOLDINGS CORP /JPY, SPOTIFY TECHNOLOGY SA, MTU AERO ENGINES AG /EUR, MITSUBISHI HEAVY INDUSTR /JPY, WISE GROUP PLC-CL A /GBP, NEC CORP /JPY, MISUMI GROUP INC /JPY, NOMURA HOLDINGS INC /JPY

Largest exited: TOYOTA INDUSTRIES CORP /JPY, NEMETSCHEK SE /EUR, WISE PLC - A /GBP, SIEMENS ENERGY AG /EUR, SYSMEX CORP /JPY, NITORI HOLDINGS CO LTD /JPY, SONIC HEALTHCARE LTD /AUD, SUMITOMO REALTY & DEVELO /JPY

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+21.64%
3-year
+45.04%
5-year
49 of 60 months
Volatility
13.49%
Worst 3-yr fall
-11.17%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
ASML HOLDING NV /EURASMLF3.46%$97.95M
JPMORGAN US GOVT MMKT-IMMGMXX1.81%$51.23M
ROCHE HOLDING AG /CHFRHHVF1.81%$51.19M
INFINEON TECHNOLOGIES AG /EURIFNNF1.81%$51.13M
TAIWAN SEMICONDUCTOR-SP ADRTSM1.78%$50.37M
TOTALENERGIES SE /EURTTE1.22%$34.51M
AIA GROUP LTD /HKDAAIGF1.21%$34.12M
SUMITOMO MITSUI FINANCIA /JPYSMFNF1.19%$33.52M
SHELL PLC-NEW /GBPRYDAF1.18%$33.39M
COMPASS GROUP PLCCMPGF1.16%$32.87M
Showing 10 of 460Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 16.63% of net assets, top 25 29.89%, across 460 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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