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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 16.68% 6.58% N/A N/A N/A 7.87% 1.88% 1.16%
S&P 500 Index 11.48% 4.68% N/A N/A N/A 5.63%
MSCI ACWI Index 10.78% -0.84% N/A N/A N/A 0.30%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 16.72% 6.38% N/A N/A N/A 7.70% 2.13% 1.41%
S&P 500 Index 11.48% 4.68% N/A N/A N/A 5.63%
MSCI ACWI Index 10.78% -0.84% N/A N/A N/A 0.30%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 16.68% 6.58% N/A N/A N/A 7.87% 1.88% 1.16%
S&P 500 Index 11.48% 4.68% N/A N/A N/A 5.63%
MSCI ACWI Index 10.78% -0.84% N/A N/A N/A 0.30%

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 18.82% 8.64% N/A N/A N/A 8.90% 1.88% 1.16%
S&P 500 Index 13.65% 9.50% N/A N/A N/A 6.87%
MSCI ACWI Index 12.18% 2.60% N/A N/A N/A 1.29%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 18.86% 8.44% N/A N/A N/A 8.74% 2.13% 1.41%
S&P 500 Index 13.65% 9.50% N/A N/A N/A 6.87%
MSCI ACWI Index 12.18% 2.60% N/A N/A N/A 1.29%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 18.93% 8.74% N/A N/A N/A 8.98% 1.88% 1.16%
S&P 500 Index 13.65% 9.50% N/A N/A N/A 6.87%
MSCI ACWI Index 12.18% 2.60% N/A N/A N/A 1.29%

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 $11.35 $0.02 0.18% 2.16% 21.39%
Baron WealthBuilder Fund (BWBFX) FF $11.33 $0.02 0.18% 2.16% 21.44%
Baron WealthBuilder Fund (BWBTX) FF $11.36 $0.02 0.18% 2.16% 21.50%

Updated on 02/28/2019

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

 

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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)