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Logo for Fund Baron WealthBuilder Fund Retail Shares

Baron WealthBuilder Fund Retail Shares (BWBFX)

NASDAQ Currency in USD
$307.00
+$0.49
+0.16%
Last Update: 18 Jul 2026, 03:21
Assets Under Management
Expense Ratio
0.86%
Forward Dividend Yield
$215.64-$417.18
52 Week Range

BWBFX Price Chart

Explore Baron WealthBuilder Fund Retail Shares interactive price chart. Choose custom timeframes to analyze BWBFX price movements and trends.

BWBFX Fund Profile

Key details and information about Baron WealthBuilder Fund Retail Shares (BWBFX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

29 Dec 2017

Country

US

Description

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 Fund Performance

View BWBFX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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