Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. We are thoughtfully evaluating our office openings and in-person appointments. Learn More
Four new funds to join the Bridge Builder family
ST. LOUIS (Dec. 18, 2014) – A preliminary registration statement has been filed with the U.S. Securities and Exchange Commission for four additional sub-advised mutual funds affiliated with St. Louis-based financial services firm Edward Jones. The funds will be available exclusively to clients in Edward Jones Advisory Solutions®, a fee-based mutual fund advisory program.
The new equity funds will join the Bridge Builder® Bond Fund, introduced in the fall of 2013, bringing the number of affiliated funds to five. The new Bridge Builder funds are expected to be available to clients of the program by mid-2015.
The Bridge Builder Bond Fund was introduced specifically in response to the success of Advisory Solutions, which has grown to more than $128 billion in assets since its introduction in 2008. The new equity funds represent an expansion of the Bridge Builder fund line-up and will provide additional investment choices for use in the program.
The new funds are:
Edward Jones Managing Partner Jim Weddle said the new funds have been created to support the continued growth of client assets in Advisory Solutions and represent an important enhancement to the program.
"The new Bridge Builder mutual funds are designed specifically for clients in Advisory Solutions and to align with our firm's long-term investment philosophy. We are committed to providing clients with access to diversified investment expertise from leading asset management firms."
Olive Street Investment Advisers, LLC, an Edward Jones affiliate, will be the investment adviser to the new funds. Olive Street sets the overall investment strategies for the funds and will select one or more asset management firms, also known as sub-advisers, for the day-to-day individual security selection and trading. Initially, the new funds are expected to have three to five sub-advisers each. The Bridge Builder Bond Fund has been sub-advised by J.P. Morgan Investment Management Inc., Prudential Investment Management Inc., and Robert W. Baird & Co. Incorporated since its introduction in 2013.
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Member SIPC, FINRA.
About the new Bridge Builder equity funds: The information in this communication and the fund’s prospectus is not complete and may be changed. We may not sell the fund’s securities until the registration statement filed with the Securities and Exchange Commission (SEC) is effective. This communication and the fund’s prospectus is not an offer to sell the fund’s securities and the fund is not soliciting an offer to buy these securities in any state where the offer or sale is not permitted.
Investors should consider the fund's investment objectives, risks, charges and expenses carefully before investing. The fund's prospectus contains this and other important information about the fund and should be read carefully before investing. The preliminary version of the Bridge Builder equity funds' registration statement has been filed with the SEC and can be obtained by visiting the SEC’s website at www.sec.gov. The fund's prospectus and summary prospectus, when available can be obtained by calling 855-823-3611.
Mutual fund investments involve risk and principal loss is possible.
The Bridge Builder Funds are distributed by Quasar Distributors, LLC. Quasar Distributors is not affiliated with Edward Jones.