Bridge Builder Core Plus Bond Fund

Bridge Builder Core Plus Bond Fund dudkela.dastagiri Wed, 01/22/2025 - 04:02 Off bridge-builder-core-plus-bond-fund funds-hero-3.jpg BRIDGE BUILDER CORE PLUS BOND FUND BRIDGE BUILDER CORE PLUS BOND FUND Off BBCPX | Bridge Builder Core Plus Bond Fund Overview Objective The Bridge Builder Core Plus Bond Fund aims to provide total return (capital appreciation plus income). Strategy The Core Plus Bond Fund’s assets are allocated across different fixed-income market sectors and maturities. Most of the Fund’s investments are fixed-income securities issued or guaranteed by the U.S. government or its agencies, U.S. corporate issuers, asset-backed securities, and mortgage-related and mortgage-backed securities. The Fund may invest in securities issued by foreign entities, including emerging market securities. The Fund may invest in high-yield securities deemed below investment grade, also known as “junk bonds.” The Fund employs a multi-manager sub-advised structure. *Contractual fee waivers in effect through October 28, 2026. Investment Sub-advisers H3 Loomis, Sayles & Company, L.P. Generally seeks fixed-income securities of issuers whose credit profiles it believes are improving. Loomis Sayles relies primarily on issue selection as the key driver to investment performance. Loomis Sayles also analyzes different sectors of the economy and differences in the yields of various fixed-income securities in an effort to find securities that it believes may produce attractive returns in comparison to these securities’ risk. Metropolitan West Asset Management, LLC Employs a value-oriented fixed-income management philosophy and an investment process predicated on a long-term economic outlook. Pacific Investment Management Company LLC Seeks to achieve the Fund’s investment objectives by investing in a multi-sector portfolio of fixed income instruments of varying maturities, which may be represented by derivatives such as forwards, futures contracts, or swap agreements. Dodge & Cox Uses rigorous fundamental analysis, a long-term investment horizon, a focus on valuation, and downside risk analysis in managing its allocated portion of the Fund’s assets. Dodge & Cox focuses primarily on investment-grade debt securities while opportunistically pursuing areas the benchmark may not cover, such as below investment grade debt, debt of non-U.S. issuers, and other structured products. Off H3 H3 Info Icon Tiles (2 in a Row) Performance On Performance Disclaimer Historical Distributions On Fund Literature Access fund literature from the following links. Fact Sheet bb-download.png Summary Prospectus bb-download.png LEARN MORE LEARN MORE Footer Top - Fund Disclaimer Bridgebuilder