Baron Wealthbuilder Fund Quote

BWBTX Fund  USD 22.06  0.07  0.32%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Baron Wealthbuilder is trading at 22.06 as of the 1st of February 2025; that is 0.32 percent down since the beginning of the trading day. The fund's open price was 22.13. Baron Wealthbuilder has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
The fund invests, at any given time, in the securities of a select number of Baron mutual funds , representing specific investment strategies. Baron Wealthbuilder is traded on NASDAQ Exchange in the United States. More on Baron Wealthbuilder Fund

Moving together with Baron Mutual Fund

  0.86BDAUX Baron Durable AdvantagePairCorr

Baron Mutual Fund Highlights

Fund ConcentrationBaron Capital Group Funds, Large Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Baron Capital Group (View all Sectors)
Update Date31st of December 2024
Baron Wealthbuilder Fund [BWBTX] is traded in USA and was established 1st of February 2025. Baron Wealthbuilder is listed under Baron Capital Group category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Baron Capital Group family. This fund currently has accumulated 108.57 M in assets under management (AUM) with no minimum investment requirementsBaron Wealthbuilder is currently producing year-to-date (YTD) return of 3.87% with the current yeild of 0.0%, while the total return for the last 3 years was 6.77%.
Check Baron Wealthbuilder Probability Of Bankruptcy

Instrument Allocation

Top Baron Wealthbuilder Fund Mutual Fund Constituents

BARIXBaron Asset FundMutual FundMid-Cap Growth
BDFIXBaron Discovery FundMutual FundSmall Growth
BEXIXBaron Emerging MarketsMutual FundDiversified Emerging Mkts
BFGIXBaron Focused GrowthMutual FundMid-Cap Growth
BFTIXBaron Fifth AvenueMutual FundLarge Growth
BGAIXBaron Global AdvantageMutual FundWorld Large-Stock Growth
BGRIXBaron Growth FundMutual FundMid-Cap Growth
BIOIXBaron Opportunity FundMutual FundLarge Growth
More Details

Baron Wealthbuilder Risk Profiles

Baron Wealthbuilder Against Markets

Other Information on Investing in Baron Mutual Fund

Baron Wealthbuilder financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Wealthbuilder security.
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
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