Search Results
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 12/03/2111.44%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 12/03/2111.19%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 12/03/2111.39%
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron WealthBuilder Fund (BWBIX) | EA | 15.14% | 25.02% | 32.11% | N/A | N/A | 24.99% | 1.22% | 1.11% | ||
| S&P 500 Index | 23.18% | 27.92% | 20.38% | N/A | N/A | 16.74% | |||||
| MSCI ACWI Index | 13.98% | 19.27% | 15.96% | N/A | N/A | 11.27% | |||||
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. 
Michael Baron Portfolio Manager since 2004 
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund (BWBFX) | EA | 14.90% | 24.77% | 31.79% | N/A | N/A | 24.72% | 1.47% | 1.36% | ||
| S&P 500 Index | 23.18% | 27.92% | 20.38% | N/A | N/A | 16.74% | |||||
| MSCI ACWI Index | 13.98% | 19.27% | 15.96% | N/A | N/A | 11.27% | |||||
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.
Michael Baron Portfolio Manager since 2004
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund - TA (BWBTX) | EA | 15.14% | 25.02% | 32.11% | N/A | N/A | 24.99% | 1.22% | 1.11% | ||
| S&P 500 Index | 23.18% | 27.92% | 20.38% | N/A | N/A | 16.74% | |||||
| MSCI ACWI Index | 13.98% | 19.27% | 15.96% | N/A | N/A | 11.27% | |||||
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.
Michael Baron Portfolio Manager since 2004
Ron Baron Portfolio Manager since 1982 |
|||||||||||
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 | 10.00% | 35.42% | 26.94% | N/A | N/A | 24.71% | 1.22% | 1.11% | ||
| S&P 500 Index | 15.92% | 30.00% | 15.99% | N/A | N/A | 15.66% | |||||
| MSCI ACWI Index | 11.12% | 27.44% | 12.58% | N/A | N/A | 11.05% | |||||
| Morningstar Allocation—85%+ Equity Category | 12.25% | 30.00% | 11.68% | N/A | N/A | N/A | |||||
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.
Michael Baron Portfolio Manager since 2004
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund (BWBFX) | EA | 9.81% | 35.06% | 26.64% | N/A | N/A | 24.44% | 1.47% | 1.36% | ||
| S&P 500 Index | 15.92% | 30.00% | 15.99% | N/A | N/A | 15.66% | |||||
| MSCI ACWI Index | 11.12% | 27.44% | 12.58% | N/A | N/A | 11.05% | |||||
| Morningstar Allocation—85%+ Equity Category | 12.25% | 30.00% | 11.68% | N/A | N/A | N/A | |||||
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.
Michael Baron Portfolio Manager since 2004
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund - TA (BWBTX) | EA | 10.00% | 35.34% | 26.90% | N/A | N/A | 24.71% | 1.22% | 1.11% | ||
| S&P 500 Index | 15.92% | 30.00% | 15.99% | N/A | N/A | 15.66% | |||||
| MSCI ACWI Index | 11.12% | 27.44% | 12.58% | N/A | N/A | 11.05% | |||||
| Morningstar Allocation—85%+ Equity Category | 12.25% | 30.00% | 11.68% | N/A | N/A | N/A | |||||
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.
Michael Baron Portfolio Manager since 2004
Ron Baron Portfolio Manager since 1982 |
|||||||||||
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