Search Results
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 02/02/2315.27%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 02/02/2315.24%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 02/02/2315.20%
Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
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Gross | Net | ||||||||||
Baron WealthBuilder Fund (BWBIX) | EA | 11.12% | -14.03% | 11.03% | 11.32% | N/A | 12.49% | 1.08% | 1.05% | ||
S&P 500 Index | 6.28% | -8.22% | 9.88% | 9.54% | N/A | 10.58% | |||||
MSCI ACWI Index | 7.17% | -7.99% | 6.83% | 5.53% | N/A | 6.58% | |||||
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 | 11.04% | -14.23% | 10.74% | 11.04% | N/A | 12.23% | 1.33% | 1.30% | ||
S&P 500 Index | 6.28% | -8.22% | 9.88% | 9.54% | N/A | 10.58% | |||||
MSCI ACWI Index | 7.17% | -7.99% | 6.83% | 5.53% | N/A | 6.58% | |||||
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 | 11.05% | -14.04% | 11.01% | 11.31% | N/A | 12.48% | 1.08% | 1.05% | ||
S&P 500 Index | 6.28% | -8.22% | 9.88% | 9.54% | N/A | 10.58% | |||||
MSCI ACWI Index | 7.17% | -7.99% | 6.83% | 5.53% | N/A | 6.58% | |||||
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 | -32.59% | -32.59% | 8.61% | 10.36% | N/A | 10.36% | 1.08% | 1.05% | ||
S&P 500 Index | -18.11% | -18.11% | 7.66% | 9.42% | N/A | 9.42% | |||||
MSCI ACWI Index | -18.36% | -18.36% | 4.00% | 5.23% | N/A | 5.23% | |||||
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 | -32.75% | -32.75% | 8.35% | 10.11% | N/A | 10.11% | 1.33% | 1.30% | ||
S&P 500 Index | -18.11% | -18.11% | 7.66% | 9.42% | N/A | 9.42% | |||||
MSCI ACWI Index | -18.36% | -18.36% | 4.00% | 5.23% | N/A | 5.23% | |||||
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 | -32.59% | -32.59% | 8.61% | 10.36% | N/A | 10.36% | 1.08% | 1.05% | ||
S&P 500 Index | -18.11% | -18.11% | 7.66% | 9.42% | N/A | 9.42% | |||||
MSCI ACWI Index | -18.36% | -18.36% | 4.00% | 5.23% | N/A | 5.23% | |||||
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