Baron WealthBuilder Fund Retail Shares

Frequently Asked Questions About BWBFX

What does BWBFX invest in?

The Baron WealthBuilder Fund Retail Shares allocates its capital to a carefully chosen selection of Baron's proprietary mutual funds, referred to as "underlying funds," each pursuing distinct investment strategies. Typically, its portfolio is composed of a diverse mix of both U.S. and international stock-focused funds. The fund's adviser seeks out businesses that demonstrate substantial potential for growth, possess enduring competitive strengths, are led by exceptional management teams, and trade at compelling valuations.

What is the expense ratio of BWBFX?

Baron WealthBuilder Fund Retail Shares (BWBFX) charges an expense ratio of 1.41%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BWBFX?

Baron WealthBuilder Fund Retail Shares (BWBFX) manages $506.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is BWBFX actively managed or an index fund?

BWBFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BWBFX launched?

Baron WealthBuilder Fund Retail Shares (BWBFX) launched in December 2017 and is managed by Baron.

How has BWBFX performed?

BWBFX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.