Baron WealthBuilder FundBWBIX
Type
Mutual fund
Peer group
Allocation
Net assets
$500.1M
Expense ratio
1.16%
1-year return
+10.7%
3 years, a year
+11.3%
5 years, a year
+3.4%
Holdings
18
What it aims to do.
The investment goal of Baron WealthBuilder Fund (the Fund) is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Baron Partners Fund | 14.58% |
| Baron Growth Fund | 12.26% |
| Baron Small Cap Fund | 12.10% |
| Baron Asset Fund | 9.90% |
| Baron Focused Growth Fund | 6.76% |
| Baron Real Estate Fund | 6.11% |
| Baron Discovery Fund | 4.58% |
| Baron Opportunity Fund | 4.26% |
| Baron Fifth Avenue Growth Fund | 4.23% |
| Baron Global Opportunity Fund | 4.16% |
More on BWBIX.
- BWBIX overview
- BWBIX holdings
- BWBIX risk
- BWBIX costs
- BWBIX money in and out
- BWBIX share classes
- Compare BWBIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.