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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron WealthBuilder Fund (BWBIX) FF 27.49% 9.20% N/A N/A N/A 11.82% 1.61% 1.17%
S&P 500 Index 20.24% 7.99% N/A N/A N/A 9.21%
MSCI ACWI Index 16.57% 2.95% N/A N/A N/A 3.50%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 27.44% 8.93% N/A N/A N/A 11.65% 2.02% 1.42%
S&P 500 Index 20.24% 7.99% N/A N/A N/A 9.21%
MSCI ACWI Index 16.57% 2.95% N/A N/A N/A 3.50%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 27.59% 9.19% N/A N/A N/A 11.88% 1.71% 1.17%
S&P 500 Index 20.24% 7.99% N/A N/A N/A 9.21%
MSCI ACWI Index 16.57% 2.95% N/A N/A N/A 3.50%

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 25.78% 9.64% N/A N/A N/A 11.51% 1.61% 1.17%
S&P 500 Index 18.54% 10.42% N/A N/A N/A 8.71%
MSCI ACWI Index 16.23% 5.74% N/A N/A N/A 3.49%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund (BWBFX) FF 25.72% 9.36% N/A N/A N/A 11.32% 2.02% 1.42%
S&P 500 Index 18.54% 10.42% N/A N/A N/A 8.71%
MSCI ACWI Index 16.23% 5.74% N/A N/A N/A 3.49%

Description

The Fund invests exclusively in other Baron mutual funds.

Ron Baron Portfolio Manager since 1982

Baron WealthBuilder Fund - TA (BWBTX) FF 25.78% 9.64% N/A N/A N/A 11.51% 1.71% 1.17%
S&P 500 Index 18.54% 10.42% N/A N/A N/A 8.71%
MSCI ACWI Index 16.23% 5.74% N/A N/A N/A 3.49%

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 $11.43 -$0.27 -2.31% -2.81% 22.25%
Baron WealthBuilder Fund (BWBFX) FF $11.40 -$0.26 -2.23% -2.81% 22.19%
Baron WealthBuilder Fund (BWBTX) FF $11.43 -$0.27 -2.31% -2.81% 22.25%

Updated on 07/31/2019

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)