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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) EA 13.96% 37.12% 27.54% N/A N/A 26.55% 1.22% 1.11%
S&P 500 Index 21.58% 31.17% 18.07% N/A N/A 17.56%
MSCI ACWI Index 15.91% 28.64% 14.34% N/A N/A 12.60%

Description

The 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

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2021
Category:US Fund Allocation--85%+ Equity

Baron WealthBuilder Fund (BWBFX) EA 13.75% 36.71% 27.23% N/A N/A 26.27% 1.47% 1.36%
S&P 500 Index 21.58% 31.17% 18.07% N/A N/A 17.56%
MSCI ACWI Index 15.91% 28.64% 14.34% N/A N/A 12.60%

Description

The 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

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2021
Category:US Fund Allocation--85%+ Equity

Baron WealthBuilder Fund - TA (BWBTX) EA 13.96% 37.04% 27.54% N/A N/A 26.55% 1.22% 1.11%
S&P 500 Index 21.58% 31.17% 18.07% N/A N/A 17.56%
MSCI ACWI Index 15.91% 28.64% 14.34% N/A N/A 12.60%

Description

The 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

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2021
Category:US Fund Allocation--85%+ Equity

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

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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) EA 9.39% 61.32% 28.45% N/A N/A 26.49% 1.22% 1.11%
S&P 500 Index 15.25% 40.79% 18.67% N/A N/A 16.67%
MSCI ACWI Index 12.30% 39.26% 14.57% N/A N/A 12.22%

Description

The 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

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2021
Category:US Fund Allocation--85%+ Equity

Baron WealthBuilder Fund (BWBFX) EA 9.25% 60.90% 28.12% N/A N/A 26.22% 1.47% 1.36%
S&P 500 Index 15.25% 40.79% 18.67% N/A N/A 16.67%
MSCI ACWI Index 12.30% 39.26% 14.57% N/A N/A 12.22%

Description

The 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

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2021
Category:US Fund Allocation--85%+ Equity

Baron WealthBuilder Fund - TA (BWBTX) EA 9.39% 61.20% 28.45% N/A N/A 26.49% 1.22% 1.11%
S&P 500 Index 15.25% 40.79% 18.67% N/A N/A 16.67%
MSCI ACWI Index 12.30% 39.26% 14.57% N/A N/A 12.22%

Description

The 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

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2021
Category:US Fund Allocation--85%+ Equity

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