BWBTX Mutual Fund
NAV$22.53
TER1.16%
Holdings18
BWBTX Mutual Fund
NAV$22.53
Baron WealthBuilder Fund Class TA
TER1.16%
Holdings18
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Showing 10 of 18 holdings(as of Mar 31, 2026)Top 10 Weight: 78.95%
BWBTX Mutual Fund Top Holdings
BWBTX holdings top 10 positions. The top 10 holdings account for 79.0% of the fund, led by Baron Partners Fund - Institutional Shares at 14.6%, Baron Growth Fund - Institutional Shares at 12.3%, Baron Small Cap Fund - Institutional Shares at 12.1%.
BWBTX portfolio concentration is relatively high, with the top 10 representing 79.0% of total assets. The largest sector exposure is Unknown at 100.0%.
BWBTX sector allocation provides a detailed breakdown. BWBTX overlap tool shows how holdings compare to other funds in your portfolio.