Baron WealthBuilder Fund Institutional Shares
BWBIX
NASDAQ
| Weiss Ratings | BWBIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BWBIX-NASDAQ | Click to Compare |
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| Provider | Baron Capital Group, Inc. | |||
| Manager/Tenure (Years) | Ronald Baron (7), Michael Baron (4) | |||
| Website | http://https://www.baroncapitalgroup.com | |||
| Fund Information | BWBIX-NASDAQ | Click to Compare |
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| Fund Name | Baron WealthBuilder Fund Institutional Shares | |||
| Category | Aggressive Allocation | |||
| Sub-Category | Aggressive Allocation | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Dec 29, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BWBIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.04% | |||
| Dividend | BWBIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.79% | |||
| Asset Allocation | BWBIX-NASDAQ | Click to Compare |
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| Cash | 0.39% | |||
| Stock | 94.72% | |||
| U.S. Stock | 83.68% | |||
| Non-U.S. Stock | 11.04% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.51% | |||
| Convertible | 0.00% | |||
| Other Net | 4.38% | |||
| Price History | BWBIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.15% | |||
| 30-Day Total Return | 0.13% | |||
| 60-Day Total Return | 1.20% | |||
| 90-Day Total Return | 1.71% | |||
| Year to Date Total Return | 5.55% | |||
| 1-Year Total Return | 11.71% | |||
| 2-Year Total Return | 46.39% | |||
| 3-Year Total Return | 59.59% | |||
| 5-Year Total Return | 47.99% | |||
| Price | BWBIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BWBIX-NASDAQ | Click to Compare |
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| Nav | $22.09 | |||
| 1-Month Low NAV | $21.44 | |||
| 1-Month High NAV | $22.38 | |||
| 52-Week Low NAV | $17.36 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.38 | |||
| 52-Week High Price (Date) | Sep 22, 2025 | |||
| Beta / Standard Deviation | BWBIX-NASDAQ | Click to Compare |
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| Beta | 1.17 | |||
| Standard Deviation | 17.34 | |||
| Balance Sheet | BWBIX-NASDAQ | Click to Compare |
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| Total Assets | 555.48M | |||
| Operating Ratios | BWBIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.18% | |||
| Turnover Ratio | 7.00% | |||
| Performance | BWBIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.62% | |||
| Last Bear Market Total Return | -22.22% | |||