Frequently Asked Questions About BWBFX

What are the top holdings of BWBFX?

A machine-readable holdings disclosure for Baron WealthBuilder Fund Retail Shares (BWBFX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does BWBFX invest in?

Baron WealthBuilder Fund Retail Shares (BWBFX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is BWBFX most exposed to?

BWBFX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is BWBFX a US-only fund?

The country allocation card on this page shows BWBFX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

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.

BWBFX

Baron WealthBuilder Fund Retail Shares

NASDAQ·Asset Management · Financial Services

$22.40$0.11−0.49%

Market closed·Oct 23 4:00 PM EDT

Portfolio as of March 31, 2026, from the fund's SEC Form N-PORT filing. Funds disclose holdings quarterly, with a ~60-day publication delay. Sector breakdowns aren't part of this filing, so none is shown.

Top Holdings

holdings

06828M405
Baron Partners Fund
14.58%
068278704
Baron Growth Fund
12.26%
068278803
Baron Small Cap Fund
12.10%
068278605
Baron Asset Fund
9.90%
06828M504
Baron Focused Growth Fund
6.76%
06828M801
Baron Real Estate Fund
6.11%
068278852
Baron Discovery Fund
4.59%
068278886
Baron Opportunity Fund
4.26%
068278878
Baron Fifth Avenue Growth Fund
4.23%
06828M835
Baron Global Opportunity Fund
4.16%
Other
8 more holdings
21.08%

Top 10 holdings

78.95%

Top 25 holdings

100.03%

Concentration index

0.0826

Effective holdings

Chart tools

Open Top Holdings in Chart Builder to fine-tune colors, labels, and timeframe, then download a high-res PNG.

All Holdings (18)

#	TickerHolding	Name	Weight	Shares	Market Value
1	06828M40506828M405Baron Partners Fund	Baron Partners Fund	14.58%	290.67K	$72.94M
2	068278704068278704Baron Growth Fund	Baron Growth Fund	12.26%	1.02M	$61.31M
3	068278803068278803Baron Small Cap Fund	Baron Small Cap Fund	12.10%	2.17M	$60.49M
4	068278605068278605Baron Asset Fund	Baron Asset Fund	9.90%	559.16K	$49.50M
5	06828M50406828M504Baron Focused Growth Fund	Baron Focused Growth Fund	6.76%	588.61K	$33.82M
6	06828M80106828M801Baron Real Estate Fund	Baron Real Estate Fund	6.11%	795.76K	$30.57M
7	068278852068278852Baron Discovery Fund	Baron Discovery Fund	4.59%	710.14K	$22.93M
8	068278886068278886Baron Opportunity Fund	Baron Opportunity Fund	4.26%	402.47K	$21.32M
9	068278878068278878Baron Fifth Avenue Growth Fund	Baron Fifth Avenue Growth Fund	4.23%	350.07K	$21.14M
10	06828M83506828M835Baron Global Opportunity Fund	Baron Global Opportunity Fund	4.16%	431.06K	$20.79M
11	068278761068278761Baron Durable Advantage Fund	Baron Durable Advantage Fund	4.07%	670.65K	$20.35M
12	06828M60306828M603Baron International Growth Fund	Baron International Growth Fund	3.32%	521.37K	$16.58M
13	06828M66006828M660Baron Health Care Fund	Baron Health Care Fund	3.07%	775.85K	$15.33M
14	06828M87606828M876Baron Emerging Markets Fund	Baron Emerging Markets Fund	2.82%	733.27K	$14.09M
15	06828M73606828M736Baron Real Estate Income Fund	Baron Real Estate Income Fund	2.61%	756.55K	$13.05M
16	06829D40406829D404Baron Financials ETF	Baron Financials ETF	2.17%	520.01K	$10.85M
17	06829D30506829D305Baron SMID Cap ETF	Baron SMID Cap ETF	1.99%	462.00K	$9.97M
18	06829D50306829D503Baron Technology ETF	Baron Technology ETF	1.04%	222.00K	$5.18M

Sectors

The fund issuer's factsheet may carry this breakdown directly.

Countries

Domicile

United States · 100.03%

Asset Classes

Primary asset class

Equity

Strategy

Thematic

Income strategy

No income focus

Frequently Asked Questions About BWBFX

What are the top holdings of BWBFX?: A machine-readable holdings disclosure for Baron WealthBuilder Fund Retail Shares (BWBFX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
What sectors does BWBFX invest in?: Baron WealthBuilder Fund Retail Shares (BWBFX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
What sector is BWBFX most exposed to?: BWBFX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
Is BWBFX a US-only fund?: The country allocation card on this page shows BWBFX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
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.

TickerHolding

Name

Weight

Market Value

06828M40506828M405Baron Partners Fund

Baron Partners Fund

14.58%

290.67K

$72.94M

068278704068278704Baron Growth Fund

Baron Growth Fund

12.26%

1.02M

$61.31M

068278803068278803Baron Small Cap Fund

Baron Small Cap Fund

12.10%

2.17M

$60.49M

068278605068278605Baron Asset Fund

Baron Asset Fund

9.90%

559.16K

$49.50M

06828M50406828M504Baron Focused Growth Fund

Baron Focused Growth Fund

6.76%

588.61K

$33.82M

06828M80106828M801Baron Real Estate Fund

Baron Real Estate Fund

6.11%

795.76K

$30.57M

068278852068278852Baron Discovery Fund

Baron Discovery Fund

4.59%

710.14K

$22.93M

068278886068278886Baron Opportunity Fund

Baron Opportunity Fund

4.26%

402.47K

$21.32M

068278878068278878Baron Fifth Avenue Growth Fund

Baron Fifth Avenue Growth Fund

4.23%

350.07K

$21.14M

06828M83506828M835Baron Global Opportunity Fund

Baron Global Opportunity Fund

4.16%

431.06K

$20.79M

068278761068278761Baron Durable Advantage Fund

Baron Durable Advantage Fund

4.07%

670.65K

$20.35M

06828M60306828M603Baron International Growth Fund

Baron International Growth Fund

3.32%

521.37K

$16.58M

06828M66006828M660Baron Health Care Fund

Baron Health Care Fund

3.07%

775.85K

$15.33M

06828M87606828M876Baron Emerging Markets Fund

Baron Emerging Markets Fund

2.82%

733.27K

$14.09M

06828M73606828M736Baron Real Estate Income Fund

Baron Real Estate Income Fund

2.61%

756.55K

$13.05M

06829D40406829D404Baron Financials ETF

Baron Financials ETF

2.17%

520.01K

$10.85M

06829D30506829D305Baron SMID Cap ETF

Baron SMID Cap ETF

1.99%

462.00K

$9.97M

06829D50306829D503Baron Technology ETF

Baron Technology ETF

1.04%

222.00K

$5.18M