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

BWBIX performance shows a YTD return of 6.05%. The 1-year return is 14.60% and the 5-year return is 5.50%. BWBIX dividend yield stands at 7.19%, 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%). View all BWBIX holdings, sector breakdown, or dividend history.

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