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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 28.49% 38.29% N/A N/A N/A 19.13% 1.33% 1.23%
S&P 500 Index 2.77% 9.71% N/A N/A N/A 9.46%
MSCI ACWI Index -1.09% 4.89% N/A N/A N/A 4.55%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Baron WealthBuilder Fund (BWBFX) FF 28.20% 37.89% N/A N/A N/A 18.86% 1.57% 1.48%
S&P 500 Index 2.77% 9.71% N/A N/A N/A 9.46%
MSCI ACWI Index -1.09% 4.89% N/A N/A N/A 4.55%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Baron WealthBuilder Fund - TA (BWBTX) FF 28.49% 38.17% N/A N/A N/A 19.12% 1.33% 1.23%
S&P 500 Index 2.77% 9.71% N/A N/A N/A 9.46%
MSCI ACWI Index -1.09% 4.89% N/A N/A N/A 4.55%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

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 32.28% 46.60% N/A N/A N/A 21.03% 1.33% 1.23%
S&P 500 Index 5.57% 15.15% N/A N/A N/A 10.84%
MSCI ACWI Index 1.37% 10.44% N/A N/A N/A 5.63%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Baron WealthBuilder Fund (BWBFX) FF 32.08% 46.32% N/A N/A N/A 20.79% 1.57% 1.48%
S&P 500 Index 5.57% 15.15% N/A N/A N/A 10.84%
MSCI ACWI Index 1.37% 10.44% N/A N/A N/A 5.63%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Baron WealthBuilder Fund - TA (BWBTX) FF 32.36% 46.69% N/A N/A N/A 21.06% 1.33% 1.23%
S&P 500 Index 5.57% 15.15% N/A N/A N/A 10.84%
MSCI ACWI Index 1.37% 10.44% N/A N/A N/A 5.63%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

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