Search Results
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 11/20/2045.12%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 11/20/2044.81%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 11/20/2045.12%
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron WealthBuilder Fund (BWBIX) | FF | 28.49% | 38.29% | N/A | N/A | N/A | 19.13% | 1.33% | 1.23% | ||
| S&P 500 Index | 2.77% | 9.71% | N/A | N/A | N/A | 9.46% | |||||
| MSCI ACWI Index | -1.09% | 4.89% | N/A | N/A | N/A | 4.55% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds. 
Ron Baron Portfolio Manager since 1982 
Michael Baron Portfolio Manager since 2004 |
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| Baron WealthBuilder Fund (BWBFX) | FF | 28.20% | 37.89% | N/A | N/A | N/A | 18.86% | 1.57% | 1.48% | ||
| S&P 500 Index | 2.77% | 9.71% | N/A | N/A | N/A | 9.46% | |||||
| MSCI ACWI Index | -1.09% | 4.89% | N/A | N/A | N/A | 4.55% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
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| Baron WealthBuilder Fund - TA (BWBTX) | FF | 28.49% | 38.17% | N/A | N/A | N/A | 19.12% | 1.33% | 1.23% | ||
| S&P 500 Index | 2.77% | 9.71% | N/A | N/A | N/A | 9.46% | |||||
| MSCI ACWI Index | -1.09% | 4.89% | N/A | N/A | N/A | 4.55% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
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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 | 32.28% | 46.60% | N/A | N/A | N/A | 21.03% | 1.33% | 1.23% | ||
| S&P 500 Index | 5.57% | 15.15% | N/A | N/A | N/A | 10.84% | |||||
| MSCI ACWI Index | 1.37% | 10.44% | N/A | N/A | N/A | 5.63% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
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| Baron WealthBuilder Fund (BWBFX) | FF | 32.08% | 46.32% | N/A | N/A | N/A | 20.79% | 1.57% | 1.48% | ||
| S&P 500 Index | 5.57% | 15.15% | N/A | N/A | N/A | 10.84% | |||||
| MSCI ACWI Index | 1.37% | 10.44% | N/A | N/A | N/A | 5.63% | |||||
DescriptionThe Fund invests exclusively in other Baron mutual funds.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
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| Baron WealthBuilder Fund - TA (BWBTX) | FF | 32.36% | 46.69% | N/A | N/A | N/A | 21.06% | 1.33% | 1.23% | ||
| S&P 500 Index | 5.57% | 15.15% | N/A | N/A | N/A | 10.84% | |||||
| MSCI ACWI Index | 1.37% | 10.44% | N/A | N/A | N/A | 5.63% | |||||
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