Search Results
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 11/13/1929.04%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 11/13/1928.89%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 11/13/1929.15%
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron WealthBuilder Fund (BWBIX) | FF | 26.82% | 17.21% | N/A | N/A | N/A | 9.82% | 1.61% | 1.17% | ||
| S&P 500 Index | 23.16% | 14.33% | N/A | N/A | N/A | 9.33% | |||||
| MSCI ACWI Index | 19.38% | 12.59% | N/A | N/A | N/A | 4.36% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds. 
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund (BWBFX) | FF | 26.66% | 16.93% | N/A | N/A | N/A | 9.61% | 2.02% | 1.42% | ||
| S&P 500 Index | 23.16% | 14.33% | N/A | N/A | N/A | 9.33% | |||||
| MSCI ACWI Index | 19.38% | 12.59% | N/A | N/A | N/A | 4.36% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund - TA (BWBTX) | FF | 26.93% | 17.31% | N/A | N/A | N/A | 9.87% | 1.71% | 1.17% | ||
| S&P 500 Index | 23.16% | 14.33% | N/A | N/A | N/A | 9.33% | |||||
| MSCI ACWI Index | 19.38% | 12.59% | N/A | N/A | N/A | 4.36% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982 |
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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 | 23.15% | 3.04% | N/A | N/A | N/A | 8.47% | 1.61% | 1.17% | ||
| S&P 500 Index | 20.55% | 4.25% | N/A | N/A | N/A | 8.46% | |||||
| MSCI ACWI Index | 16.20% | 1.38% | N/A | N/A | N/A | 2.97% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund (BWBFX) | FF | 22.98% | 2.77% | N/A | N/A | N/A | 8.26% | 2.02% | 1.42% | ||
| S&P 500 Index | 20.55% | 4.25% | N/A | N/A | N/A | 8.46% | |||||
| MSCI ACWI Index | 16.20% | 1.38% | N/A | N/A | N/A | 2.97% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund - TA (BWBTX) | FF | 23.15% | 2.94% | N/A | N/A | N/A | 8.47% | 1.71% | 1.17% | ||
| S&P 500 Index | 20.55% | 4.25% | N/A | N/A | N/A | 8.46% | |||||
| MSCI ACWI Index | 16.20% | 1.38% | N/A | N/A | N/A | 2.97% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982 |
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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 | NAV ($) | Daily Change ($) | Daily Change (%) | QTD | YTD |
|---|---|---|---|---|---|---|
| Baron WealthBuilder Fund (BWBIX) | FF | $11.61 | $0.02 | 0.17% | 4.78% | 29.04% |
| Baron WealthBuilder Fund (BWBFX) | FF | $11.57 | $0.02 | 0.17% | 4.80% | 28.89% |
| Baron WealthBuilder Fund (BWBTX) | FF | $11.62 | $0.03 | 0.26% | 4.87% | 29.15% |
Updated on 10/31/2019
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 | Summary Prospectus | Prospectus | SAI | Annual Report | Semi-Annual Report |
|---|---|---|---|---|---|
| Baron WealthBuilder Fund (BWBIX) | |||||
| Baron WealthBuilder Fund (BWBFX) | |||||
| Baron WealthBuilder Fund (BWBTX) |