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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 4.06% 71.41% 28.31% N/A N/A 27.63% 1.33% 1.23%
S&P 500 Index 1.72% 31.29% 14.14% N/A N/A 14.00%
MSCI ACWI Index 1.85% 30.25% 10.29% N/A N/A 10.14%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2021
Category:US Fund Allocation--85%+ Equity

Baron WealthBuilder Fund (BWBFX) FF 4.04% 70.96% 28.03% N/A N/A 27.37% 1.57% 1.48%
S&P 500 Index 1.72% 31.29% 14.14% N/A N/A 14.00%
MSCI ACWI Index 1.85% 30.25% 10.29% N/A N/A 10.14%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2021
Category:US Fund Allocation--85%+ Equity

Baron WealthBuilder Fund - TA (BWBTX) FF 4.01% 71.33% 28.29% N/A N/A 27.61% 1.33% 1.23%
S&P 500 Index 1.72% 31.29% 14.14% N/A N/A 14.00%
MSCI ACWI Index 1.85% 30.25% 10.29% N/A N/A 10.14%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2021
Category:US Fund Allocation--85%+ Equity

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 1.27% 102.31% 27.20% N/A N/A 25.78% 1.33% 1.23%
S&P 500 Index 6.17% 56.35% 16.78% N/A N/A 15.12%
MSCI ACWI Index 4.57% 54.60% 12.07% N/A N/A 10.76%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2021
Category:US Fund Allocation--85%+ Equity

Baron WealthBuilder Fund (BWBFX) FF 1.18% 101.61% 26.89% N/A N/A 25.50% 1.57% 1.48%
S&P 500 Index 6.17% 56.35% 16.78% N/A N/A 15.12%
MSCI ACWI Index 4.57% 54.60% 12.07% N/A N/A 10.76%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2021
Category:US Fund Allocation--85%+ Equity

Baron WealthBuilder Fund - TA (BWBTX) FF 1.22% 102.01% 27.18% N/A N/A 25.76% 1.33% 1.23%
S&P 500 Index 6.17% 56.35% 16.78% N/A N/A 15.12%
MSCI ACWI Index 4.57% 54.60% 12.07% N/A N/A 10.76%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2021
Category:US Fund Allocation--85%+ Equity

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