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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 26.82% 17.21% N/A N/A N/A 9.82% 1.61% 1.17%
S&P 500 Index 23.16% 14.33% N/A N/A N/A 9.33%
MSCI ACWI Index 19.38% 12.59% N/A N/A N/A 4.36%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 26.66% 16.93% N/A N/A N/A 9.61% 2.02% 1.42%
S&P 500 Index 23.16% 14.33% N/A N/A N/A 9.33%
MSCI ACWI Index 19.38% 12.59% N/A N/A N/A 4.36%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 26.93% 17.31% N/A N/A N/A 9.87% 1.71% 1.17%
S&P 500 Index 23.16% 14.33% N/A N/A N/A 9.33%
MSCI ACWI Index 19.38% 12.59% N/A N/A N/A 4.36%

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 $11.61 $0.02 0.17% 4.78% 29.04%
Baron WealthBuilder Fund (BWBFX) FF $11.57 $0.02 0.17% 4.80% 28.89%
Baron WealthBuilder Fund (BWBTX) FF $11.62 $0.03 0.26% 4.87% 29.15%

Updated on 10/31/2019

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)