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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 10.05% -3.16% N/A N/A N/A 2.80% 1.88% 1.16%
S&P 500 Index 8.01% -2.31% N/A N/A N/A 3.02%
MSCI ACWI Index 7.90% -7.48% N/A N/A N/A -2.09%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 10.08% -3.44% N/A N/A N/A 2.61% 2.13% 1.41%
S&P 500 Index 8.01% -2.31% N/A N/A N/A 3.02%
MSCI ACWI Index 7.90% -7.48% N/A N/A N/A -2.09%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 10.05% -3.16% N/A N/A N/A 2.80% 1.88% 1.16%
S&P 500 Index 8.01% -2.31% N/A N/A N/A 3.02%
MSCI ACWI Index 7.90% -7.48% N/A N/A N/A -2.09%

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 -6.38% -6.38% N/A N/A N/A -6.38% 1.88% 1.16%
S&P 500 Index -4.38% -4.38% N/A N/A N/A -4.38%
MSCI ACWI Index -9.42% -9.42% N/A N/A N/A -9.42%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF -6.58% -6.58% N/A N/A N/A -6.58% 2.13% 1.41%
S&P 500 Index -4.38% -4.38% N/A N/A N/A -4.38%
MSCI ACWI Index -9.42% -9.42% N/A N/A N/A -9.42%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF -6.38% -6.38% N/A N/A N/A -6.38% 1.88% 1.16%
S&P 500 Index -4.38% -4.38% N/A N/A N/A -4.38%
MSCI ACWI Index -9.42% -9.42% N/A N/A N/A -9.42%

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 $10.76 $0.00 0.00% 15.08% 15.08%
Baron WealthBuilder Fund (BWBFX) FF $10.74 $0.00 0.00% 15.11% 15.11%
Baron WealthBuilder Fund (BWBTX) FF $10.76 $0.00 0.00% 15.08% 15.08%

Updated on 01/31/2019

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)