BWBFX Mutual Fund (Baron WealthBuilder Fund Retail Shares) is managed by Baron Funds. BWBFX expense ratio is 1.41%, holding 18 positions across sectors including Unknown. Inception date: 2017-12-29.

BWBFX performance shows a YTD return of 5.93%. The 1-year return is 14.31% and the 5-year return is 4.47%. BWBFX dividend yield stands at 7.10%, paid annually.

BWBFX top holdings include Baron Partners Fund - Institutional Shares (14.6%), Baron Growth Fund - Institutional Shares (12.3%), Baron Small Cap Fund - Institutional Shares (12.1%), Baron Asset Fund - Institutional Shares (9.9%), Baron Focused Growth Fund - Institutional Shares (6.8%). View all BWBFX holdings, sector breakdown, or dividend history.

BWBFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BWBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.