BWBFX : Baron WealthBuilder Fund Retail Shares

BWBFX is a US Stocks Market Mid-Cap Growth with LOW fees.

BWBFX

Baron WealthBuilder Fund Retail Shares

FI Score

56 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

56% FI Score
  • bwbfx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Baron WealthBuilder Fund Retail Shares

Expenses: 0.32% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund invests, at any given time, in the securities of a select number of Baron mutual funds (the "underlying funds"), representing specific investment strategies. It normally invests in a variety of domestic and international equity funds. The fund seeks to invest in businesses that the Adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. The fund is non-diversified.

Largest Holdings

Amount Holding
15.95% Baron Asset Instl
15.14% Baron Partners Institutional
12.99% Baron Growth Instl
12.76% Baron Small Cap Instl
7.52% Baron Opportunity Instl
6.83% Baron Fifth Avenue Growth Instl
4.97% Baron Global Advantage Institutional
4.68% Baron Emerging Markets Institutional
4.31% Baron Real Estate Institutional
4.07% Baron Discovery Institutional
3.99% Baron Focused Growth Institutional
2.77% Baron International Growth Institutional
1.89% Baron Durable Advantage Institutional
1.15% Baron Health Care Instl
0.97% Baron FinTech Institutional

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