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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 3.90% N/A N/A N/A N/A N/A 0.77% 0.05%
S&P 500 Index 5.11% N/A N/A N/A N/A N/A
MSCI ACWI Index -2.55% N/A N/A N/A N/A N/A

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 3.80% N/A N/A N/A N/A N/A 1.02% 0.30%
S&P 500 Index 5.11% N/A N/A N/A N/A N/A
MSCI ACWI Index -2.55% N/A N/A N/A N/A N/A

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 3.90% N/A N/A N/A N/A N/A 0.77% 0.05%
S&P 500 Index 5.11% N/A N/A N/A N/A N/A
MSCI ACWI Index -2.55% N/A N/A N/A N/A N/A

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 11.90% N/A N/A N/A N/A N/A 0.77% 0.05%
S&P 500 Index 10.56% N/A N/A N/A N/A N/A
MSCI ACWI Index 3.83% N/A N/A N/A N/A N/A

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 11.80% N/A N/A N/A N/A N/A 1.02% 0.30%
S&P 500 Index 10.56% N/A N/A N/A N/A N/A
MSCI ACWI Index 3.83% N/A N/A N/A N/A N/A

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 12.00% N/A N/A N/A N/A N/A 0.77% 0.05%
S&P 500 Index 10.56% N/A N/A N/A N/A N/A
MSCI ACWI Index 3.83% N/A N/A N/A N/A N/A

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 $9.85 -$0.29 -2.86% -11.86% -1.37%
Baron WealthBuilder Fund (BWBFX) FF $9.84 -$0.29 -2.86% -11.87% -1.47%
Baron WealthBuilder Fund (BWBTX) FF $9.85 -$0.30 -2.96% -11.94% -1.37%

Updated on 11/30/2018

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)