What does Baron WealthBuilder Fund Retail Shares do?

Baron WealthBuilder Fund Retail Shares (BWBFX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is BWBFX's market cap?

Baron WealthBuilder Fund Retail Shares (BWBFX) has a market capitalization of approximately $540.3 million, as of July 22, 2026, based on the most recent share price and shares outstanding.

Does BWBFX pay a dividend?

Yes — Baron WealthBuilder Fund Retail Shares (BWBFX) pays a dividend semi-annually, with a trailing-twelve-month yield of 7.52%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

BWBFX

Baron WealthBuilder Fund Retail Shares

NASDAQ·Asset Management · Financial Services

$21.27$0.38−1.76%

Market cap$540.31M·Market closed·Jul 22 8:00 PM UTC

Price Chart

$21.27−$0.38 (−1.76%)today

−1.35%CAGR −0.27%

Select date range

FromTo

Dec 29, 2017Jul 23, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)12.38%

Annual Dividend (FWD)$2.63

Dividend Growth (5Y)+76.0%

Dividend Safety—

Payout Ratio202.7%

FCF Payout Ratio—

Most Recent Dividend$1.32

Ex-Dividend DateDec 18

Payment DateDec 19

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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About Baron WealthBuilder Fund Retail Shares

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.

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: www.baroncapitalgroup.com/product-detail/baron-wealthbuilder-fund-bwbfx

Peers

Peers Tab

WSCGX

Allspring Fund - Small Company Growth Inst

Cap

$552.1M

VGM

Invesco Trust for Investment Grade Municipals

Cap

$558.0M

BTBFX

Boston Trust Asset Management Fund

Cap

$510.3M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About BWBFX

What does Baron WealthBuilder Fund Retail Shares do?: Baron WealthBuilder Fund Retail Shares (BWBFX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is BWBFX's market cap?: Baron WealthBuilder Fund Retail Shares (BWBFX) has a market capitalization of approximately $540.3 million, as of July 22, 2026, based on the most recent share price and shares outstanding.
Does BWBFX pay a dividend?: Yes — Baron WealthBuilder Fund Retail Shares (BWBFX) pays a dividend semi-annually, with a trailing-twelve-month yield of 7.52%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.