Search Results
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 04/23/24-1.79%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 04/23/24-1.82%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 04/23/24-1.74%
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron WealthBuilder Fund (BWBIX) | EA | 4.87% | 19.42% | 0.80% | 14.18% | N/A | 13.10% | 1.14% | 1.11% | ||
| S&P 500 Index | 10.56% | 29.88% | 11.49% | 15.05% | N/A | 13.37% | |||||
| MSCI ACWI Index | 8.20% | 23.22% | 6.96% | 10.92% | N/A | 8.92% | |||||
DescriptionThe Fund is an equity allocation strategy that exclusively holds other Baron Funds. This structure enables investors to obtain growth equity exposures across market caps, geographies, and sectors. 
Ron Baron Portfolio Manager since 1982 
Michael Baron Portfolio Manager since 2004 |
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| Baron WealthBuilder Fund (BWBFX) | EA | 4.83% | 19.11% | 0.56% | 13.88% | N/A | 12.84% | 1.40% | 1.36% | ||
| S&P 500 Index | 10.56% | 29.88% | 11.49% | 15.05% | N/A | 13.37% | |||||
| MSCI ACWI Index | 8.20% | 23.22% | 6.96% | 10.92% | N/A | 8.92% | |||||
DescriptionThe Fund is an equity allocation strategy that exclusively holds other Baron Funds. This structure enables investors to obtain growth equity exposures across market caps, geographies, and sectors.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
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| Baron WealthBuilder Fund - TA (BWBTX) | EA | 4.87% | 19.43% | 0.80% | 14.14% | N/A | 13.09% | 1.15% | 1.11% | ||
| S&P 500 Index | 10.56% | 29.88% | 11.49% | 15.05% | N/A | 13.37% | |||||
| MSCI ACWI Index | 8.20% | 23.22% | 6.96% | 10.92% | N/A | 8.92% | |||||
DescriptionThe Fund is an equity allocation strategy that exclusively holds other Baron Funds. This structure enables investors to obtain growth equity exposures across market caps, geographies, and sectors.
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 EA=Equity Allocation
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron WealthBuilder Fund (BWBIX) | EA | 4.87% | 19.42% | 0.80% | 14.18% | N/A | 13.10% | 1.14% | 1.11% | ||
| S&P 500 Index | 10.56% | 29.88% | 11.49% | 15.05% | N/A | 13.37% | |||||
| MSCI ACWI Index | 8.20% | 23.22% | 6.96% | 10.92% | N/A | 8.92% | |||||
DescriptionThe Fund is an equity allocation strategy that exclusively holds other Baron Funds. This structure enables investors to obtain growth equity exposures across market caps, geographies, and sectors.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
|||||||||||
| Baron WealthBuilder Fund (BWBFX) | EA | 4.83% | 19.11% | 0.56% | 13.88% | N/A | 12.84% | 1.40% | 1.36% | ||
| S&P 500 Index | 10.56% | 29.88% | 11.49% | 15.05% | N/A | 13.37% | |||||
| MSCI ACWI Index | 8.20% | 23.22% | 6.96% | 10.92% | N/A | 8.92% | |||||
DescriptionThe Fund is an equity allocation strategy that exclusively holds other Baron Funds. This structure enables investors to obtain growth equity exposures across market caps, geographies, and sectors.
Ron Baron Portfolio Manager since 1982
Michael Baron Portfolio Manager since 2004 |
|||||||||||
| Baron WealthBuilder Fund - TA (BWBTX) | EA | 4.87% | 19.43% | 0.80% | 14.14% | N/A | 13.09% | 1.15% | 1.11% | ||
| S&P 500 Index | 10.56% | 29.88% | 11.49% | 15.05% | N/A | 13.37% | |||||
| MSCI ACWI Index | 8.20% | 23.22% | 6.96% | 10.92% | N/A | 8.92% | |||||
DescriptionThe Fund is an equity allocation strategy that exclusively holds other Baron Funds. This structure enables investors to obtain growth equity exposures across market caps, geographies, and sectors.
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 EA=Equity Allocation