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BWBIX
Baron WealthBuilder Fund Institutional Shares
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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

$21.27
$0.07(0.33%)
―
--
Previous Close$21.27
Sub-CategoryLarge Cap
Total Liabilities244.28K
Next Dividend Ex-DateN/A
Expense Ratio1.21%
Holding Count16
Brandbaron select funds
Dividend Yield
 (―)
CategoryEquity
Total Assets555.73M
Shares OutstandingN/A
52-Week Range$17.36 - $23.26

BWBIX Mutual Fund News

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

Top 10 Holdings

Name
Weight %
BPTIX
Baron Partners Fund
15.50%
BGRIX
Baron Growth Fund
12.77%
BSFIX
Baron Small Cap Fund
12.46%
BARIX
Baron Asset Fund
9.37%
BFGIX
Baron Focused Growth Fund
7.15%
BREIX
Baron Real Estate Fund
6.21%
BDFIX
Baron Discovery Fund
4.99%
BFTIX
Baron Fifth Avenue Growth Fund
4.64%
BIOIX
Baron Opportunity Fund
4.57%
BDAIX
Baron Durable Advantage Fund
4.27%
Total81.93%
Go to Holdings >

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