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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 6.10% N/A N/A N/A N/A N/A 0.77% 0.05%
S&P 500 Index 2.02% N/A N/A N/A N/A N/A
MSCI ACWI Index 0.11% 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 6.10% N/A N/A N/A N/A N/A 1.02% 0.30%
S&P 500 Index 2.02% N/A N/A N/A N/A N/A
MSCI ACWI Index 0.11% 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 6.10% N/A N/A N/A N/A N/A 0.77% 0.05%
S&P 500 Index 2.02% N/A N/A N/A N/A N/A
MSCI ACWI Index 0.11% 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 -0.96% 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 -0.96% 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 -0.96% 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 $11.13 $0.01 0.09% 8.69% 11.30%
Baron WealthBuilder Fund (BWBFX) FF $11.12 $0.00 0.00% 8.59% 11.20%
Baron WealthBuilder Fund (BWBTX) FF $11.13 $0.01 0.09% 8.69% 11.30%

Updated on 05/31/2018

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)