Search Results
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 06/05/2312.74%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 06/05/2312.61%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 06/05/2312.74%
Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
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Gross | Net | ||||||||||
Baron WealthBuilder Fund (BWBIX) | EA | 9.78% | 1.28% | 10.47% | 11.12% | N/A | 11.43% | 1.14% | 1.11% | ||
S&P 500 Index | 9.65% | 2.92% | 12.92% | 11.01% | N/A | 10.53% | |||||
MSCI ACWI Index | 7.68% | 0.85% | 10.07% | 6.77% | N/A | 6.26% | |||||
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. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron WealthBuilder Fund (BWBFX) | EA | 9.62% | 1.04% | 10.17% | 10.83% | N/A | 11.17% | 1.40% | 1.36% | ||
S&P 500 Index | 9.65% | 2.92% | 12.92% | 11.01% | N/A | 10.53% | |||||
MSCI ACWI Index | 7.68% | 0.85% | 10.07% | 6.77% | N/A | 6.26% | |||||
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. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron WealthBuilder Fund - TA (BWBTX) | EA | 9.71% | 1.28% | 10.42% | 11.10% | N/A | 11.42% | 1.15% | 1.11% | ||
S&P 500 Index | 9.65% | 2.92% | 12.92% | 11.01% | N/A | 10.53% | |||||
MSCI ACWI Index | 7.68% | 0.85% | 10.07% | 6.77% | N/A | 6.26% | |||||
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. ![]() 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 | 10.42% | -14.08% | 20.17% | 12.04% | N/A | 11.94% | 1.08% | 1.05% | ||
S&P 500 Index | 7.50% | -7.73% | 18.60% | 11.19% | N/A | 10.47% | |||||
MSCI ACWI Index | 7.31% | -7.44% | 15.36% | 6.93% | N/A | 6.39% | |||||
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. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron WealthBuilder Fund (BWBFX) | EA | 10.33% | -14.28% | 19.84% | 11.77% | N/A | 11.68% | 1.33% | 1.30% | ||
S&P 500 Index | 7.50% | -7.73% | 18.60% | 11.19% | N/A | 10.47% | |||||
MSCI ACWI Index | 7.31% | -7.44% | 15.36% | 6.93% | N/A | 6.39% | |||||
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. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron WealthBuilder Fund - TA (BWBTX) | EA | 10.34% | -14.13% | 20.10% | 12.02% | N/A | 11.92% | 1.08% | 1.05% | ||
S&P 500 Index | 7.50% | -7.73% | 18.60% | 11.19% | N/A | 10.47% | |||||
MSCI ACWI Index | 7.31% | -7.44% | 15.36% | 6.93% | N/A | 6.39% | |||||
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. ![]() 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