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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 24.92% 2.32% N/A N/A N/A 9.85% 1.61% 1.17%
S&P 500 Index 18.34% 2.92% N/A N/A N/A 7.69%
MSCI ACWI Index 13.80% -0.28% N/A N/A N/A 1.84%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 24.76% 2.06% N/A N/A N/A 9.63% 2.02% 1.42%
S&P 500 Index 18.34% 2.92% N/A N/A N/A 7.69%
MSCI ACWI Index 13.80% -0.28% N/A N/A N/A 1.84%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 24.92% 2.32% N/A N/A N/A 9.85% 1.71% 1.17%
S&P 500 Index 18.34% 2.92% N/A N/A N/A 7.69%
MSCI ACWI Index 13.80% -0.28% N/A N/A N/A 1.84%

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 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 23.15% 3.04% N/A N/A N/A 8.47% 1.61% 1.17%
S&P 500 Index 20.55% 4.25% N/A N/A N/A 8.46%
MSCI ACWI Index 16.20% 1.38% N/A N/A N/A 2.97%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 22.98% 2.77% N/A N/A N/A 8.26% 2.02% 1.42%
S&P 500 Index 20.55% 4.25% N/A N/A N/A 8.46%
MSCI ACWI Index 16.20% 1.38% N/A N/A N/A 2.97%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 23.15% 2.94% N/A N/A N/A 8.47% 1.71% 1.17%
S&P 500 Index 20.55% 4.25% N/A N/A N/A 8.46%
MSCI ACWI Index 16.20% 1.38% N/A N/A N/A 2.97%

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 SCT=Sector FF=Fund of Funds

 

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Name Asset Class NAV ($) Daily Change ($) Daily Change (%) QTD YTD
Baron WealthBuilder Fund (BWBIX) FF $11.15 $0.17 1.55% 0.63% 23.93%
Baron WealthBuilder Fund (BWBFX) FF $11.11 $0.17 1.55% 0.63% 23.76%
Baron WealthBuilder Fund (BWBTX) FF $11.15 $0.17 1.55% 0.63% 23.93%

Updated on 08/31/2019

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

 

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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)