Search Results
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 04/09/214.82%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 04/09/214.75%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 04/09/214.77%
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron WealthBuilder Fund (BWBIX) | FF | 4.06% | 71.41% | 28.31% | N/A | N/A | 27.63% | 1.33% | 1.23% | ||
| S&P 500 Index | 1.72% | 31.29% | 14.14% | N/A | N/A | 14.00% | |||||
| MSCI ACWI Index | 1.85% | 30.25% | 10.29% | N/A | N/A | 10.14% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds. 
Ron Baron Portfolio Manager since 1982 
Michael Baron Portfolio Manager since 2005 |
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| Baron WealthBuilder Fund (BWBFX) | FF | 4.04% | 70.96% | 28.03% | N/A | N/A | 27.37% | 1.57% | 1.48% | ||
| S&P 500 Index | 1.72% | 31.29% | 14.14% | N/A | N/A | 14.00% | |||||
| MSCI ACWI Index | 1.85% | 30.25% | 10.29% | N/A | N/A | 10.14% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2005 |
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| Baron WealthBuilder Fund - TA (BWBTX) | FF | 4.01% | 71.33% | 28.29% | N/A | N/A | 27.61% | 1.33% | 1.23% | ||
| S&P 500 Index | 1.72% | 31.29% | 14.14% | N/A | N/A | 14.00% | |||||
| MSCI ACWI Index | 1.85% | 30.25% | 10.29% | N/A | N/A | 10.14% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2005 |
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Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector FF=Fund of Funds
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron WealthBuilder Fund (BWBIX) | FF | 1.27% | 102.31% | 27.20% | N/A | N/A | 25.78% | 1.33% | 1.23% | ||
| S&P 500 Index | 6.17% | 56.35% | 16.78% | N/A | N/A | 15.12% | |||||
| MSCI ACWI Index | 4.57% | 54.60% | 12.07% | N/A | N/A | 10.76% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2005 |
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| Baron WealthBuilder Fund (BWBFX) | FF | 1.18% | 101.61% | 26.89% | N/A | N/A | 25.50% | 1.57% | 1.48% | ||
| S&P 500 Index | 6.17% | 56.35% | 16.78% | N/A | N/A | 15.12% | |||||
| MSCI ACWI Index | 4.57% | 54.60% | 12.07% | N/A | N/A | 10.76% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2005 |
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| Baron WealthBuilder Fund - TA (BWBTX) | FF | 1.22% | 102.01% | 27.18% | N/A | N/A | 25.76% | 1.33% | 1.23% | ||
| S&P 500 Index | 6.17% | 56.35% | 16.78% | N/A | N/A | 15.12% | |||||
| MSCI ACWI Index | 4.57% | 54.60% | 12.07% | N/A | N/A | 10.76% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2005 |
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Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector FF=Fund of Funds