BWBFX Mutual Fund Price & Analysis

The Baron WealthBuilder Fund Retail Shares (BWBFX) is a mutual fund that aims to help investors build long-term wealth through a diversified portfolio of stocks. Managed by Baron Funds, this fund focuses on investing in companies with strong growth potential and solid financials. With a retail share class, this fund is accessible to individual investors looking to grow their wealth over time. BWBFX offers a balanced approach to investing, with a mix of large-cap, mid-cap, and small-cap stocks across various industries. This fund may be suitable for investors seeking long-term capital appreciation and are willing to take on a moderate level of risk.

BWBFX Mutual Fund Chart & Stats

Previous Close$18.43
Sub-CategoryGrowth
Total Liabilities357.12K
Expense RatioN/A
Holding Count16
Brandbaron select funds
Dividend YieldN/A
CategoryEquity
Total Assets570.11M
Shares OutstandingN/A
52-Week Range$14.54 - $18.97

BWBFX Mutual Fund News

Top 10 Holdings

Name
Weight %
BGRIX
Baron Growth Fund
14.53%
BSFIX
Baron Small Cap Fund
13.93%
BARIX
Baron Asset Fund
13.02%
BPTIX
Baron Partners Fund
12.17%
BREIX
Baron Real Estate Fund
6.25%
BFGIX
Baron Focused Growth Fund
6.08%
BFTIX
Baron Fifth Avenue Growth Fund
4.88%
BIOIX
Baron Opportunity Fund
4.88%
BDFIX
Baron Discovery Fund
4.66%
BGAIX
Baron Global Advantage Fund
3.48%
Total83.89%

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