Search Results
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 06/17/1923.96%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 06/17/1923.90%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 06/17/1924.06%
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron WealthBuilder Fund (BWBIX) | FF | 17.11% | 3.34% | N/A | N/A | N/A | 6.72% | 1.61% | 1.17% | ||
| S&P 500 Index | 10.73% | 3.78% | N/A | N/A | N/A | 4.12% | |||||
| MSCI ACWI Index | 9.09% | -1.29% | N/A | N/A | N/A | -0.84% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds. 
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund (BWBFX) | FF | 17.15% | 3.15% | N/A | N/A | N/A | 6.58% | 2.02% | 1.42% | ||
| S&P 500 Index | 10.73% | 3.78% | N/A | N/A | N/A | 4.12% | |||||
| MSCI ACWI Index | 9.09% | -1.29% | N/A | N/A | N/A | -0.84% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund - TA (BWBTX) | FF | 17.22% | 3.44% | N/A | N/A | N/A | 6.78% | 1.71% | 1.17% | ||
| S&P 500 Index | 10.73% | 3.78% | N/A | N/A | N/A | 4.12% | |||||
| MSCI ACWI Index | 9.09% | -1.29% | N/A | N/A | N/A | -0.84% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982 |
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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
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron WealthBuilder Fund (BWBIX) | FF | 18.82% | 8.64% | N/A | N/A | N/A | 8.90% | 1.88% | 1.16% | ||
| S&P 500 Index | 13.65% | 9.50% | N/A | N/A | N/A | 6.87% | |||||
| MSCI ACWI Index | 12.18% | 2.60% | N/A | N/A | N/A | 1.29% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund (BWBFX) | FF | 18.86% | 8.44% | N/A | N/A | N/A | 8.74% | 2.13% | 1.41% | ||
| S&P 500 Index | 13.65% | 9.50% | N/A | N/A | N/A | 6.87% | |||||
| MSCI ACWI Index | 12.18% | 2.60% | N/A | N/A | N/A | 1.29% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund - TA (BWBTX) | FF | 18.93% | 8.74% | N/A | N/A | N/A | 8.98% | 1.88% | 1.16% | ||
| S&P 500 Index | 13.65% | 9.50% | N/A | N/A | N/A | 6.87% | |||||
| MSCI ACWI Index | 12.18% | 2.60% | N/A | N/A | N/A | 1.29% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982 |
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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
| Name | Asset Class | NAV ($) | Daily Change ($) | Daily Change (%) | QTD | YTD |
|---|---|---|---|---|---|---|
| Baron WealthBuilder Fund (BWBIX) | FF | $11.59 | $0.05 | 0.43% | 4.32% | 23.96% |
| Baron WealthBuilder Fund (BWBFX) | FF | $11.56 | $0.05 | 0.43% | 4.24% | 23.90% |
| Baron WealthBuilder Fund (BWBTX) | FF | $11.60 | $0.06 | 0.52% | 4.32% | 24.06% |
Updated on 05/31/2019
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
| Name | Summary Prospectus | Prospectus | SAI | Annual Report | Semi-Annual Report |
|---|---|---|---|---|---|
| Baron WealthBuilder Fund (BWBIX) | |||||
| Baron WealthBuilder Fund (BWBFX) | |||||
| Baron WealthBuilder Fund (BWBTX) |