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BWBTX
Baron WealthBuilder Fund TA Shares
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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

BWBTX Mutual Fund News

Top 10 Holdings

Name
Weight %
BPTIX
Baron Partners Fund
14.75%
BGRIX
Baron Growth Fund
14.38%
BSFIX
Baron Small Cap Fund
12.48%
BARIX
Baron Asset Fund
10.50%
BFGIX
Baron Focused Growth Fund
7.13%
BREIX
Baron Real Estate Fund
5.99%
BDFIX
Baron Discovery Fund
4.74%
BFTIX
Baron Fifth Avenue Growth Fund
4.28%
BIOIX
Baron Opportunity Fund
4.11%
BGAIX
Baron Global Advantage Fund
4.03%
Total82.38%

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