Search Results
-
Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 07/02/2012.95%
-
Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 07/02/2012.84%
-
Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 07/02/2013.03%
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron WealthBuilder Fund (BWBIX) | FF | 4.32% | 21.58% | N/A | N/A | N/A | 12.63% | 1.33% | 1.23% | ||
| S&P 500 Index | -4.97% | 12.84% | N/A | N/A | N/A | 7.64% | |||||
| MSCI ACWI Index | -9.16% | 5.43% | N/A | N/A | N/A | 1.71% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds. 
Ron Baron Portfolio Manager since 1982 
Michael Baron Portfolio Manager since 2004 |
|||||||||||
| Baron WealthBuilder Fund (BWBFX) | FF | 4.25% | 21.24% | N/A | N/A | N/A | 12.42% | 1.57% | 1.48% | ||
| S&P 500 Index | -4.97% | 12.84% | N/A | N/A | N/A | 7.64% | |||||
| MSCI ACWI Index | -9.16% | 5.43% | N/A | N/A | N/A | 1.71% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
|||||||||||
| Baron WealthBuilder Fund - TA (BWBTX) | FF | 4.40% | 21.56% | N/A | N/A | N/A | 12.67% | 1.33% | 1.23% | ||
| S&P 500 Index | -4.97% | 12.84% | N/A | N/A | N/A | 7.64% | |||||
| MSCI ACWI Index | -9.16% | 5.43% | N/A | N/A | N/A | 1.71% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
|||||||||||
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 | 10.42% | 19.83% | N/A | N/A | N/A | 14.77% | 1.33% | 1.23% | ||
| S&P 500 Index | -3.08% | 7.51% | N/A | N/A | N/A | 8.23% | |||||
| MSCI ACWI Index | -6.25% | 2.11% | N/A | N/A | N/A | 2.94% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
|||||||||||
| Baron WealthBuilder Fund (BWBFX) | FF | 10.30% | 19.53% | N/A | N/A | N/A | 14.53% | 1.57% | 1.48% | ||
| S&P 500 Index | -3.08% | 7.51% | N/A | N/A | N/A | 8.23% | |||||
| MSCI ACWI Index | -6.25% | 2.11% | N/A | N/A | N/A | 2.94% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
|||||||||||
| Baron WealthBuilder Fund - TA (BWBTX) | FF | 10.50% | 19.91% | N/A | N/A | N/A | 14.80% | 1.33% | 1.23% | ||
| S&P 500 Index | -3.08% | 7.51% | N/A | N/A | N/A | 8.23% | |||||
| MSCI ACWI Index | -6.25% | 2.11% | N/A | N/A | N/A | 2.94% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
|||||||||||
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