Search Results
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 12/01/2319.18%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 12/01/2318.87%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 12/01/2319.11%
Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
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Gross | Net | ||||||||||
Baron WealthBuilder Fund (BWBIX) | EA | 5.52% | 0.71% | 1.71% | 11.27% | N/A | 9.82% | 1.14% | 1.11% | ||
S&P 500 Index | 10.69% | 10.14% | 10.36% | 11.01% | N/A | 9.92% | |||||
MSCI ACWI Index | 6.75% | 10.50% | 6.68% | 7.47% | N/A | 5.64% | |||||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron WealthBuilder Fund (BWBFX) | EA | 5.27% | 0.48% | 1.46% | 10.99% | N/A | 9.57% | 1.40% | 1.36% | ||
S&P 500 Index | 10.69% | 10.14% | 10.36% | 11.01% | N/A | 9.92% | |||||
MSCI ACWI Index | 6.75% | 10.50% | 6.68% | 7.47% | N/A | 5.64% | |||||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron WealthBuilder Fund - TA (BWBTX) | EA | 5.52% | 0.77% | 1.71% | 11.27% | N/A | 9.82% | 1.15% | 1.11% | ||
S&P 500 Index | 10.69% | 10.14% | 10.36% | 11.01% | N/A | 9.92% | |||||
MSCI ACWI Index | 6.75% | 10.50% | 6.68% | 7.47% | N/A | 5.64% | |||||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector EA=Equity Allocation
Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
---|---|---|---|---|---|---|---|---|---|---|---|
Gross | Net | ||||||||||
Baron WealthBuilder Fund (BWBIX) | EA | 12.85% | 14.13% | 3.01% | 10.55% | N/A | 11.26% | 1.14% | 1.11% | ||
S&P 500 Index | 13.07% | 21.62% | 10.15% | 9.92% | N/A | 10.48% | |||||
MSCI ACWI Index | 10.06% | 20.80% | 6.89% | 6.46% | N/A | 6.29% | |||||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron WealthBuilder Fund (BWBFX) | EA | 12.54% | 13.75% | 2.71% | 10.26% | N/A | 10.99% | 1.40% | 1.36% | ||
S&P 500 Index | 13.07% | 21.62% | 10.15% | 9.92% | N/A | 10.48% | |||||
MSCI ACWI Index | 10.06% | 20.80% | 6.89% | 6.46% | N/A | 6.29% | |||||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron WealthBuilder Fund - TA (BWBTX) | EA | 12.78% | 14.06% | 2.96% | 10.51% | N/A | 11.25% | 1.15% | 1.11% | ||
S&P 500 Index | 13.07% | 21.62% | 10.15% | 9.92% | N/A | 10.48% | |||||
MSCI ACWI Index | 10.06% | 20.80% | 6.89% | 6.46% | N/A | 6.29% | |||||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector EA=Equity Allocation