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

$21.39

$0.09(0.42%)

May 07, 2026

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BWBTX Mutual Fund News

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Best Mutual Fund Investments: 2 REIT-Focused Funds

2y ago

Top 10 Holdings

BPTIX

Baron Partners Fund

15.01%

BGRIX

Baron Growth Fund

12.29%

BSFIX

Baron Small Cap Fund

11.75%

BARIX

Baron Asset Fund

9.60%

BFGIX

Baron Focused Growth Fund

7.47%

BREIX

Baron Real Estate Fund

5.89%

BDFIX

Baron Discovery Fund

4.59%

BGAIX

Baron Global Opportunity Fund

4.43%

BFTIX

Baron Fifth Avenue Growth Fund

4.22%

BIOIX

Baron Opportunity Fund

4.18%

Total79.44%

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BWBTX Mutual Fund Chart & Stats

BWBTX Mutual Fund News

Top 10 Holdings

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