Search Results
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 04/08/20-14.41%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 04/08/20-14.47%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 04/08/20-14.33%
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron WealthBuilder Fund (BWBIX) | FF | -1.14% | 15.64% | N/A | N/A | N/A | 11.39% | 1.61% | 1.17% | ||
| S&P 500 Index | -8.27% | 8.19% | N/A | N/A | N/A | 6.80% | |||||
| MSCI ACWI Index | -9.09% | 3.89% | N/A | N/A | N/A | 1.94% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds. 
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund (BWBFX) | FF | -1.14% | 15.39% | N/A | N/A | N/A | 11.18% | 2.02% | 1.42% | ||
| S&P 500 Index | -8.27% | 8.19% | N/A | N/A | N/A | 6.80% | |||||
| MSCI ACWI Index | -9.09% | 3.89% | N/A | N/A | N/A | 1.94% | |||||
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 | -1.14% | 15.64% | N/A | N/A | N/A | 11.39% | 1.71% | 1.17% | ||
| S&P 500 Index | -8.27% | 8.19% | N/A | N/A | N/A | 6.80% | |||||
| MSCI ACWI Index | -9.09% | 3.89% | N/A | N/A | N/A | 1.94% | |||||
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 | -18.49% | -6.37% | N/A | N/A | N/A | 1.83% | 1.61% | 1.17% | ||
| S&P 500 Index | -19.60% | -6.98% | N/A | N/A | N/A | 0.48% | |||||
| MSCI ACWI Index | -21.37% | -11.26% | N/A | N/A | N/A | -4.49% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982 |
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| Baron WealthBuilder Fund (BWBFX) | FF | -18.48% | -6.56% | N/A | N/A | N/A | 1.65% | 2.02% | 1.42% | ||
| S&P 500 Index | -19.60% | -6.98% | N/A | N/A | N/A | 0.48% | |||||
| MSCI ACWI Index | -21.37% | -11.26% | N/A | N/A | N/A | -4.49% | |||||
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 | -18.40% | -6.36% | N/A | N/A | N/A | 1.87% | 1.71% | 1.17% | ||
| S&P 500 Index | -19.60% | -6.98% | N/A | N/A | N/A | 0.48% | |||||
| MSCI ACWI Index | -21.37% | -11.26% | N/A | N/A | N/A | -4.49% | |||||
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 | $10.51 | $0.38 | 3.75% | 5.00% | -14.41% |
| Baron WealthBuilder Fund (BWBFX) | FF | $10.46 | $0.38 | 3.77% | 4.91% | -14.47% |
| Baron WealthBuilder Fund (BWBTX) | FF | $10.52 | $0.39 | 3.85% | 4.99% | -14.33% |
Updated on 02/29/2020
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) |