Search Results
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 09/29/2031.21%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 09/29/2031.01%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 09/29/2031.29%
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron WealthBuilder Fund (BWBIX) | FF | 35.34% | 47.88% | N/A | N/A | N/A | 22.81% | 1.33% | 1.23% | ||
| S&P 500 Index | 9.74% | 21.94% | N/A | N/A | N/A | 12.83% | |||||
| MSCI ACWI Index | 4.75% | 16.52% | N/A | N/A | N/A | 7.12% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds. 
Ron Baron Portfolio Manager since 1982 
Michael Baron Portfolio Manager since 2004 |
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| Baron WealthBuilder Fund (BWBFX) | FF | 35.16% | 47.60% | N/A | N/A | N/A | 22.56% | 1.57% | 1.48% | ||
| S&P 500 Index | 9.74% | 21.94% | N/A | N/A | N/A | 12.83% | |||||
| MSCI ACWI Index | 4.75% | 16.52% | N/A | N/A | N/A | 7.12% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
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| Baron WealthBuilder Fund - TA (BWBTX) | FF | 35.42% | 47.96% | N/A | N/A | N/A | 22.83% | 1.33% | 1.23% | ||
| S&P 500 Index | 9.74% | 21.94% | N/A | N/A | N/A | 12.83% | |||||
| MSCI ACWI Index | 4.75% | 16.52% | N/A | N/A | N/A | 7.12% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
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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 | 10.42% | 19.83% | N/A | N/A | N/A | 14.77% | 1.33% | 1.23% | ||
| S&P 500 Index | -3.08% | 7.51% | N/A | N/A | N/A | 8.23% | |||||
| MSCI ACWI Index | -6.25% | 2.11% | N/A | N/A | N/A | 2.94% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
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| Baron WealthBuilder Fund (BWBFX) | FF | 10.30% | 19.53% | N/A | N/A | N/A | 14.53% | 1.57% | 1.48% | ||
| S&P 500 Index | -3.08% | 7.51% | N/A | N/A | N/A | 8.23% | |||||
| MSCI ACWI Index | -6.25% | 2.11% | N/A | N/A | N/A | 2.94% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
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| Baron WealthBuilder Fund - TA (BWBTX) | FF | 10.50% | 19.91% | N/A | N/A | N/A | 14.80% | 1.33% | 1.23% | ||
| S&P 500 Index | -3.08% | 7.51% | N/A | N/A | N/A | 8.23% | |||||
| MSCI ACWI Index | -6.25% | 2.11% | N/A | N/A | N/A | 2.94% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
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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