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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 4.32% 21.58% N/A N/A N/A 12.63% 1.33% 1.23%
S&P 500 Index -4.97% 12.84% N/A N/A N/A 7.64%
MSCI ACWI Index -9.16% 5.43% N/A N/A N/A 1.71%

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 4.25% 21.24% N/A N/A N/A 12.42% 1.57% 1.48%
S&P 500 Index -4.97% 12.84% N/A N/A N/A 7.64%
MSCI ACWI Index -9.16% 5.43% N/A N/A N/A 1.71%

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 4.40% 21.56% N/A N/A N/A 12.67% 1.33% 1.23%
S&P 500 Index -4.97% 12.84% N/A N/A N/A 7.64%
MSCI ACWI Index -9.16% 5.43% N/A N/A N/A 1.71%

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 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%

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 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%

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 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%

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