BWBTX Mutual Fund
BWBTX Mutual Fund
BWBTX Mutual Fund
Baron WealthBuilder Fund Class TA
BWBTX Mutual Fund Overview
BWBTX Mutual Fund (Baron WealthBuilder Fund Class TA) is managed by Baron Funds. BWBTX expense ratio is 1.16%, holding 18 positions across various sectors. Inception date: 2017-12-29.
BWBTX performance shows a YTD return of 3.04%. The 1-year return is 7.90% and the 5-year return is 5.02%. BWBTX dividend yield stands at 8.07%, paid annually.
BWBTX 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 BWBTX holdings, BWBTX sectors, or BWBTX dividends.
BWBTX can be compared against other funds. Use BWBTX overlap to find shared positions, or BWBTX vs another fund for a side-by-side view. BWBTX alternatives are available via the screener, along with tax-loss harvesting opportunities.