BWBFX Mutual Fund
BWBFX Mutual Fund
BWBFX Mutual Fund
Baron WealthBuilder Fund Retail Shares
BWBFX Mutual Fund Overview
BWBFX Mutual Fund (Baron WealthBuilder Fund Retail Shares) is managed by Baron Funds. BWBFX expense ratio is 1.41%, holding 18 positions across various sectors. Inception date: 2017-12-29.
BWBFX performance shows a YTD return of 2.89%. The 1-year return is 7.62% and the 5-year return is 4.00%. BWBFX dividend yield stands at 8.01%, paid annually.
BWBFX top holdings include Baron Partners Fund - Institutional Shares (14.8%), Baron Growth Fund - Institutional Shares (12.7%), Baron Small Cap Fund - Institutional Shares (11.6%), Baron Asset Fund - Institutional Shares (10.2%), Baron Focused Growth Fund - Institutional Shares (7.0%). Go to all BWBFX holdings, BWBFX sectors, or BWBFX dividends.
BWBFX can be compared against other funds. Use BWBFX overlap to find shared positions, or BWBFX vs another fund for a side-by-side view. BWBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.