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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 33.60% 20.39% N/A N/A N/A 12.39% 1.61% 1.17%
S&P 500 Index 27.63% 16.11% N/A N/A N/A 10.95%
MSCI ACWI Index 22.29% 13.68% N/A N/A N/A 5.49%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 33.34% 20.01% N/A N/A N/A 12.15% 2.02% 1.42%
S&P 500 Index 27.63% 16.11% N/A N/A N/A 10.95%
MSCI ACWI Index 22.29% 13.68% N/A N/A N/A 5.49%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 33.60% 20.38% N/A N/A N/A 12.38% 1.71% 1.17%
S&P 500 Index 27.63% 16.11% N/A N/A N/A 10.95%
MSCI ACWI Index 22.29% 13.68% N/A N/A N/A 5.49%

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 36.49% 36.49% N/A N/A N/A 13.04% 1.61% 1.17%
S&P 500 Index 31.49% 31.49% N/A N/A N/A 12.13%
MSCI ACWI Index 26.60% 26.60% N/A N/A N/A 7.09%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 36.24% 36.24% N/A N/A N/A 12.82% 2.02% 1.42%
S&P 500 Index 31.49% 31.49% N/A N/A N/A 12.13%
MSCI ACWI Index 26.60% 26.60% N/A N/A N/A 7.09%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 36.49% 36.49% N/A N/A N/A 13.04% 1.71% 1.17%
S&P 500 Index 31.49% 31.49% N/A N/A N/A 12.13%
MSCI ACWI Index 26.60% 26.60% N/A N/A N/A 7.09%

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 $12.98 $0.06 0.46% 5.70% 5.70%
Baron WealthBuilder Fund (BWBFX) FF $12.92 $0.06 0.47% 5.64% 5.64%
Baron WealthBuilder Fund (BWBTX) FF $12.98 $0.06 0.46% 5.70% 5.70%

Updated on 11/30/2019

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)