Baron Wealthbuilder is trading at 21.56 as of the 2nd of December 2024; that is 0.42 percent up since the beginning of the trading day. The fund's open price was 21.47. Baron Wealthbuilder has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Baron Wealthbuilder Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. 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. It normally invests in a variety of domestic and international equity funds. The Adviser seeks to invest in businesses that the Adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.. More on Baron Wealthbuilder Fund
Baron Wealthbuilder Fund [BWBTX] is traded in USA and was established 2nd of December 2024. 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 20.81% with the current yeild of 0.0%, while the total return for the last 3 years was 0.66%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Wealthbuilder Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Wealthbuilder Fund Mutual Fund Constituents
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.