Baron Wealthbuilder Fund Quote
| BWBFX Fund | USD 21.42 0.01 0.05% |
PerformanceSolid
| Odds Of DistressLow
|
Baron Wealthbuilder is trading at 21.42 as of the 19th of July 2025; that is 0.05 percent decrease since the beginning of the trading day. The fund's open price was 21.43. Baron Wealthbuilder has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests, at any given time, in the securities of a select number of Baron mutual funds , representing specific investment strategies. It normally invests in a variety of domestic and international equity funds. The Adviser seeks to invest in businesses that the Adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.. More on Baron Wealthbuilder Fund
Moving together with Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Baron Capital Group, Inc. (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Baron Wealthbuilder Fund [BWBFX] is traded in USA and was established 19th of July 2025. Baron Wealthbuilder is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 515.61 M in assets under management (AUM) with no minimum investment requirementsBaron Wealthbuilder is currently producing year-to-date (YTD) return of 2.01%, while the total return for the last 3 years was 14.12%.
Check Baron Wealthbuilder Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Wealthbuilder Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Wealthbuilder Fund Mutual Fund Constituents
| BARIX | Baron Asset Fund | Mutual Fund | Mid-Cap Growth | |
| BDFIX | Baron Discovery Fund | Mutual Fund | Small Growth | |
| BEXIX | Baron Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| BFGIX | Baron Focused Growth | Mutual Fund | Mid-Cap Growth | |
| BFTIX | Baron Fifth Avenue | Mutual Fund | Large Growth | |
| BGAIX | Baron Global Advantage | Mutual Fund | World Large-Stock Growth | |
| BGRIX | Baron Growth Fund | Mutual Fund | Mid-Cap Growth | |
| BINIX | Baron International Growth | Mutual Fund | Foreign Large Growth |
Baron Wealthbuilder Risk Profiles
| Mean Deviation | 0.7039 | |||
| Semi Deviation | 0.7138 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.0 |
Baron Wealthbuilder Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Wealthbuilder financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Wealthbuilder security.
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