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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 3.99% 28.97% N/A N/A N/A 14.62% 1.61% 1.17%
S&P 500 Index -0.04% 21.68% N/A N/A N/A 11.59%
MSCI ACWI Index -1.10% 16.04% N/A N/A N/A 6.23%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 4.01% 28.73% N/A N/A N/A 14.41% 2.02% 1.42%
S&P 500 Index -0.04% 21.68% N/A N/A N/A 11.59%
MSCI ACWI Index -1.10% 16.04% N/A N/A N/A 6.23%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 3.99% 28.97% N/A N/A N/A 14.62% 1.71% 1.17%
S&P 500 Index -0.04% 21.68% N/A N/A N/A 11.59%
MSCI ACWI Index -1.10% 16.04% N/A N/A N/A 6.23%

Description

The Fund invests exclusively in other Baron mutual funds.

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 FF=Fund of Funds

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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 36.49% 36.49% N/A N/A N/A 13.04% 1.61% 1.17%
S&P 500 Index 31.49% 31.49% N/A N/A N/A 12.13%
MSCI ACWI Index 26.60% 26.60% N/A N/A N/A 7.09%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 36.24% 36.24% N/A N/A N/A 12.82% 2.02% 1.42%
S&P 500 Index 31.49% 31.49% N/A N/A N/A 12.13%
MSCI ACWI Index 26.60% 26.60% N/A N/A N/A 7.09%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 36.49% 36.49% N/A N/A N/A 13.04% 1.71% 1.17%
S&P 500 Index 31.49% 31.49% N/A N/A N/A 12.13%
MSCI ACWI Index 26.60% 26.60% N/A N/A N/A 7.09%

Description

The Fund invests exclusively in other Baron mutual funds.

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 FF=Fund of Funds

 

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Name Asset Class NAV ($) Daily Change ($) Daily Change (%) QTD YTD
Baron WealthBuilder Fund (BWBIX) FF $13.80 -$0.14 -1.00% 12.38% 12.38%
Baron WealthBuilder Fund (BWBFX) FF $13.74 -$0.14 -1.01% 12.35% 12.35%
Baron WealthBuilder Fund (BWBTX) FF $13.80 -$0.14 -1.00% 12.38% 12.38%

Updated on 01/31/2020

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

 

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Name Summary Prospectus Prospectus SAI Annual Report Semi-Annual Report
Baron WealthBuilder Fund (BWBIX)
Baron WealthBuilder Fund (BWBFX)
Baron WealthBuilder Fund (BWBTX)