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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 49.97% 53.22% N/A N/A N/A 24.98% 1.33% 1.23%
S&P 500 Index 14.02% 17.46% N/A N/A N/A 13.14%
MSCI ACWI Index 11.10% 15.01% N/A N/A N/A 8.66%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 154 Funds)

5 stars

Ratings based on risk-adjusted returns as of 12/31/2020
Category:US Fund Allocation--85%+ Equity

Baron WealthBuilder Fund (BWBFX) FF 49.60% 52.85% N/A N/A N/A 24.71% 1.57% 1.48%
S&P 500 Index 14.02% 17.46% N/A N/A N/A 13.14%
MSCI ACWI Index 11.10% 15.01% N/A N/A N/A 8.66%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 154 Funds)

5 stars

Ratings based on risk-adjusted returns as of 12/31/2020
Category:US Fund Allocation--85%+ Equity

Baron WealthBuilder Fund - TA (BWBTX) FF 49.97% 53.22% N/A N/A N/A 24.98% 1.33% 1.23%
S&P 500 Index 14.02% 17.46% N/A N/A N/A 13.14%
MSCI ACWI Index 11.10% 15.01% N/A N/A N/A 8.66%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 154 Funds)

5 stars

Ratings based on risk-adjusted returns as of 12/31/2020
Category:US Fund Allocation--85%+ Equity

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 62.85% 62.85% 27.67% N/A N/A 27.67% 1.33% 1.23%
S&P 500 Index 18.40% 18.40% 14.18% N/A N/A 14.18%
MSCI ACWI Index 16.25% 16.25% 10.06% N/A N/A 10.06%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 154 Funds)

5 stars

Ratings based on risk-adjusted returns as of 12/31/2020
Category:US Fund Allocation--85%+ Equity

Baron WealthBuilder Fund (BWBFX) FF 62.45% 62.45% 27.40% N/A N/A 27.40% 1.57% 1.48%
S&P 500 Index 18.40% 18.40% 14.18% N/A N/A 14.18%
MSCI ACWI Index 16.25% 16.25% 10.06% N/A N/A 10.06%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 154 Funds)

5 stars

Ratings based on risk-adjusted returns as of 12/31/2020
Category:US Fund Allocation--85%+ Equity

Baron WealthBuilder Fund - TA (BWBTX) FF 62.85% 62.85% 27.67% N/A N/A 27.67% 1.33% 1.23%
S&P 500 Index 18.40% 18.40% 14.18% N/A N/A 14.18%
MSCI ACWI Index 16.25% 16.25% 10.06% N/A N/A 10.06%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 154 Funds)

5 stars

Ratings based on risk-adjusted returns as of 12/31/2020
Category:US Fund Allocation--85%+ Equity

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