Morningstar

Baron WealthBuilder Fund Institutional Shares BWBIX

Morningstar Medalist Rating
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Medalist Rating as of See Baron Capital Investment Hub
  • NAV / 1-Day Return $22.84  /  −0.09 %
  • Fund Size $528.8M
  • Adjusted Expense Ratio 1.160%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Aggressive Allocation
  • Equity Style Box (Funds) Mid Growth
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.20%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis BWBIX

Will BWBIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BWBIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BWBIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BWBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baron WealthBuilder Institutional holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BWBIX

More BWBIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Baron Partners Institutional

14.79 76M
—

Baron Generational Growth Institutional

12.71 65M
—

Baron Small Cap Instl

11.62 59M
—

Baron Asset Instl

10.21 52M
—

Baron Focused Growth Institutional

6.95 36M
—

Baron Real Estate Institutional

5.26 27M
—

Baron Discovery Institutional

4.56 23M
—

Baron Global Opportunity Institutional

4.32 22M
—

Baron Opportunity Instl

4.20 21M
—

Baron Durable Advantage Institutional

4.17 21M
—

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