Baron Wealthbuilder is trading at 19.68 as of the 22nd of March 2025; that is 0.20 percent up since the beginning of the trading day. The fund's open price was 19.64. Baron Wealthbuilder has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 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
Baron Wealthbuilder Fund [BWBIX] is traded in USA and was established 22nd of March 2025. Baron Wealthbuilder is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 515.61 M in assets under management (AUM) with minimum initial investment of 1000 K. Baron Wealthbuilder is currently producing year-to-date (YTD) return of 2.55% with the current yeild of 0.0%, while the total return for the last 3 years was 6.82%.
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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.