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 0.83%. The 1-year return is 8.01% and the 5-year return is 3.36%. BWBIX dividend yield stands at 7.56%, paid annually.

BWBIX 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%). 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.