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BWBIX
Baron WealthBuilder Fund Institutional Shares
Analysis
Holdings
Dividends
Technical Analysis
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BWBIX Mutual Fund Price & Analysis

The Baron WealthBuilder Fund Institutional Shares (BWBIX) is a mutual fund that aims to help investors build long-term wealth through a diversified portfolio of stocks. This fund is managed by Baron Funds and primarily invests in large-cap companies with strong growth potential. With a focus on capital appreciation, BWBIX seeks to provide investors with a steady stream of income and potential for long-term growth. As an institutional share class, this fund is designed for larger investors and may have lower fees compared to other share classes. Overall, BWBIX offers a well-balanced approach to wealth building and is suitable for investors seeking long-term growth and income.

BWBIX Mutual Fund Chart & Stats

Previous Close$18.48
Sub-CategoryLarge Cap
Total Liabilities357.12K
Last Dividend Ex-Date
Sep 27, 2023
Expense RatioN/A
Holding Count16
Brandbaron select funds
Dividend YieldN/A
CategoryEquity
Total Assets570.11M
Shares OutstandingN/A
52-Week Range$14.74 - $18.73

BWBIX Mutual Fund News

Best Mutual Fund Investments: 2 REIT-Focused Funds
PremiumStock Analysis & Ideas
Best Mutual Fund Investments: 2 REIT-Focused Funds
8M ago

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%
Go to Holdings >

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