BWBIX Mutual Fund

BWBIX Mutual Fund (Baron WealthBuilder Fund Institutional Shares) is managed by Baron Funds. BWBIX expense ratio is 1.16%, holding 18 positions across various sectors. Inception date: 2017-12-29.

BWBIX performance shows a YTD return of 3.04%. The 1-year return is 7.90% and the 5-year return is 5.03%. BWBIX dividend yield stands at 8.06%, paid annually.

BWBIX 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 BWBIX holdings, BWBIX sectors, or BWBIX dividends.

BWBIX can be compared against other funds. Use BWBIX overlap to find shared positions, or BWBIX vs another fund for a side-by-side view. BWBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.