Search Results
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 06/24/22-29.55%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 06/24/22-29.64%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 06/24/22-29.55%
Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
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Gross | Net | ||||||||||
Baron WealthBuilder Fund (BWBIX) | EA | -26.93% | -18.65% | 17.41% | N/A | N/A | 13.87% | 1.08% | 1.05% | ||
S&P 500 Index | -12.76% | -0.30% | 16.44% | N/A | N/A | 12.33% | |||||
MSCI ACWI Index | -12.83% | -6.78% | 11.71% | N/A | N/A | 7.52% | |||||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Michael Baron Portfolio Manager since 2004 ![]() Ron Baron Portfolio Manager since 1982 |
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Baron WealthBuilder Fund (BWBFX) | EA | -27.04% | -18.87% | 17.08% | N/A | N/A | 13.60% | 1.33% | 1.30% | ||
S&P 500 Index | -12.76% | -0.30% | 16.44% | N/A | N/A | 12.33% | |||||
MSCI ACWI Index | -12.83% | -6.78% | 11.71% | N/A | N/A | 7.52% | |||||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Michael Baron Portfolio Manager since 2004 ![]() Ron Baron Portfolio Manager since 1982 |
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Baron WealthBuilder Fund - TA (BWBTX) | EA | -26.98% | -18.66% | 17.35% | N/A | N/A | 13.85% | 1.08% | 1.05% | ||
S&P 500 Index | -12.76% | -0.30% | 16.44% | N/A | N/A | 12.33% | |||||
MSCI ACWI Index | -12.83% | -6.78% | 11.71% | N/A | N/A | 7.52% | |||||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Michael Baron Portfolio Manager since 2004 ![]() 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 EA=Equity Allocation
Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
---|---|---|---|---|---|---|---|---|---|---|---|
Gross | Net | ||||||||||
Baron WealthBuilder Fund (BWBIX) | EA | -13.37% | -0.18% | 23.66% | N/A | N/A | 19.12% | 1.22% | 1.11% | ||
S&P 500 Index | -4.60% | 15.65% | 18.92% | N/A | N/A | 15.25% | |||||
MSCI ACWI Index | -5.36% | 7.28% | 13.75% | N/A | N/A | 9.93% | |||||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Michael Baron Portfolio Manager since 2004 ![]() Ron Baron Portfolio Manager since 1982 |
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Baron WealthBuilder Fund (BWBFX) | EA | -13.45% | -0.41% | 23.34% | N/A | N/A | 18.85% | 1.47% | 1.36% | ||
S&P 500 Index | -4.60% | 15.65% | 18.92% | N/A | N/A | 15.25% | |||||
MSCI ACWI Index | -5.36% | 7.28% | 13.75% | N/A | N/A | 9.93% | |||||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Michael Baron Portfolio Manager since 2004 ![]() Ron Baron Portfolio Manager since 1982 |
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Baron WealthBuilder Fund - TA (BWBTX) | EA | -13.37% | -0.12% | 23.62% | N/A | N/A | 19.12% | 1.22% | 1.11% | ||
S&P 500 Index | -4.60% | 15.65% | 18.92% | N/A | N/A | 15.25% | |||||
MSCI ACWI Index | -5.36% | 7.28% | 13.75% | N/A | N/A | 9.93% | |||||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Michael Baron Portfolio Manager since 2004 ![]() 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 EA=Equity Allocation