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BWBIX
Baron WealthBuilder Fund Institutional Shares
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Holdings
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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$21.4
Sub-CategoryLarge Cap
Total Liabilities117.17K
Last Dividend Ex-Date
Sep 25, 2024
Expense RatioN/A
Holding Count16
Brandbaron select funds
Dividend YieldN/A
CategoryEquity
Total Assets540.43M
Shares OutstandingN/A
52-Week Range$16.64 - $21.40

BWBIX Mutual Fund News

Best Mutual Fund Investments: 2 REIT-Focused Funds
PremiumStock Analysis & Ideas
Best Mutual Fund Investments: 2 REIT-Focused Funds
1y ago

Top 10 Holdings

Name
Weight %
BGRIX
Baron Growth Fund
13.69%
BSFIX
Baron Small Cap Fund
13.40%
BARIX
Baron Asset Fund
12.97%
BPTIX
Baron Partners Fund
12.54%
BFGIX
Baron Focused Growth Fund
6.21%
BREIX
Baron Real Estate Fund
5.83%
BFTIX
Baron Fifth Avenue Growth Fund
5.32%
BIOIX
Baron Opportunity Fund
5.25%
BDFIX
Baron Discovery Fund
4.41%
BGAIX
Baron Global Advantage Fund
3.68%
Total83.28%
Go to Holdings >

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