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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 35.34% 47.88% N/A N/A N/A 22.81% 1.33% 1.23%
S&P 500 Index 9.74% 21.94% N/A N/A N/A 12.83%
MSCI ACWI Index 4.75% 16.52% N/A N/A N/A 7.12%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Baron WealthBuilder Fund (BWBFX) FF 35.16% 47.60% N/A N/A N/A 22.56% 1.57% 1.48%
S&P 500 Index 9.74% 21.94% N/A N/A N/A 12.83%
MSCI ACWI Index 4.75% 16.52% N/A N/A N/A 7.12%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Baron WealthBuilder Fund - TA (BWBTX) FF 35.42% 47.96% N/A N/A N/A 22.83% 1.33% 1.23%
S&P 500 Index 9.74% 21.94% N/A N/A N/A 12.83%
MSCI ACWI Index 4.75% 16.52% N/A N/A N/A 7.12%

Description

The 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

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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 10.42% 19.83% N/A N/A N/A 14.77% 1.33% 1.23%
S&P 500 Index -3.08% 7.51% N/A N/A N/A 8.23%
MSCI ACWI Index -6.25% 2.11% N/A N/A N/A 2.94%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Baron WealthBuilder Fund (BWBFX) FF 10.30% 19.53% N/A N/A N/A 14.53% 1.57% 1.48%
S&P 500 Index -3.08% 7.51% N/A N/A N/A 8.23%
MSCI ACWI Index -6.25% 2.11% N/A N/A N/A 2.94%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Baron WealthBuilder Fund - TA (BWBTX) FF 10.50% 19.91% N/A N/A N/A 14.80% 1.33% 1.23%
S&P 500 Index -3.08% 7.51% N/A N/A N/A 8.23%
MSCI ACWI Index -6.25% 2.11% N/A N/A N/A 2.94%

Description

The 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