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BWBTX
Baron WealthBuilder Fund TA Shares
Analysis
Holdings
Dividends
Technical Analysis
Performance

BWBTX Mutual Fund Price & Analysis

The Baron WealthBuilder Fund TA Shares (BWBTX) 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 "total return" approach, the fund seeks to provide both capital appreciation and income for its shareholders. The TA Shares class of this fund is designed for investors who are looking for a lower minimum investment and lower expense ratio. Overall, BWBTX offers a balanced and actively managed investment option for those seeking to grow their wealth over time.

BWBTX Mutual Fund Chart & Stats

Previous Close$18.71
Sub-CategoryGrowth
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$14.73 - $19.27

BWBTX 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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