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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%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

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%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

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%

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 -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%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

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%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

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%

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 $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

 

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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)