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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 2.50% N/A N/A N/A N/A N/A 0.77% 0.05%
S&P 500 Index 1.83% N/A N/A N/A N/A N/A
MSCI ACWI Index 1.20% N/A N/A N/A N/A N/A
Russell Midcap Growth Index 2.34% 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 2.50% N/A N/A N/A N/A N/A 1.02% 0.30%
S&P 500 Index 1.83% N/A N/A N/A N/A N/A
MSCI ACWI Index 1.20% N/A N/A N/A N/A N/A
Russell Midcap Growth Index 2.34% 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 2.50% N/A N/A N/A N/A N/A 0.77% 0.05%
S&P 500 Index 1.83% N/A N/A N/A N/A N/A
MSCI ACWI Index 1.20% N/A N/A N/A N/A N/A
Russell Midcap Growth Index 2.34% 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 SP=Specialty 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 2.40% N/A N/A N/A N/A N/A 0.77% 0.05%
S&P 500 Index -0.76% N/A N/A N/A N/A N/A
MSCI ACWI Index -1.03% N/A N/A N/A N/A N/A
Russell Midcap Growth Index 2.17% 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 2.40% N/A N/A N/A N/A N/A 1.02% 0.30%
S&P 500 Index -0.76% N/A N/A N/A N/A N/A
MSCI ACWI Index -1.03% N/A N/A N/A N/A N/A
Russell Midcap Growth Index 2.17% 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 2.40% N/A N/A N/A N/A N/A 0.77% 0.05%
S&P 500 Index -0.76% N/A N/A N/A N/A N/A
MSCI ACWI Index -1.03% N/A N/A N/A N/A N/A
Russell Midcap Growth Index 2.17% 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 SP=Specialty FF=Fund of Funds

 

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Name Asset Class NAV ($) Daily Change ($) Daily Change (%) QTD YTD
Baron WealthBuilder Fund (BWBIX) FF $10.36 -$0.06 -0.58% 1.17% 3.60%
Baron WealthBuilder Fund (BWBFX) FF $10.36 -$0.07 -0.67% 1.17% 3.60%
Baron WealthBuilder Fund (BWBTX) FF $10.36 -$0.07 -0.67% 1.17% 3.60%

Updated on 02/28/2018

Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SP=Specialty 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)