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Asset Allocation of Funds

WebInvest alongside us. A low minimum investment makes Baron WealthBuilder accessible to all. Baron Growth Fund 14.5%. Baron Small Cap Fund 13.9%. Baron Asset Fund 13.0%. …

Actived: 3 days ago

URL: https://www.baronwealthbuilder.com/about-us

Baron Health Care Fund

WebBaron Health Care Fund as of March 31, 2021 (annualized) 1-year Since Inception** Baron Health Care Fund* 63.93% 25.06% Russell 3000 Health Care Index 39.92% 16.49%

Category:  Health Go Health

Baron Wealthbuilder Fund

WebLong-Term Financial Security. When it comes to your savings, we understand the stakes are high. Goals may seen insurmountable; and appropriate paths are unclear. Whether your …

Category:  Health Go Health

Strategy & Allocation

WebAnnual expense Ratios for Inst. shares as of 9/30/2019: Baron Asset Fund, 1.05%, Baron Growth Fund, 1.04%, Baron Small Cap Fund, 1.05%, Baron Opportunity Fund, 1.09%, …

Category:  Health Go Health

Baron WealthBuIlder Fund

Web1-800-99BARON (22766) | www.baronfunds.com Risks Holdings Investment Strategy Portfolio Facts and Characteristics June 30, 2021 Institutional Shares (BWBIX)

Category:  Health Go Health

Baron WealthBuilder Fund

WebDear Baron WealthBuilder Fund Shareholder: In this report, you will find audited financial statements for Baron WealthBuilder Fund (the “Fund”) for the year …

Category:  Health Go Health

Baron Perspective

WebBARON FUNDS Baron Perspective September 30, 2020 Investing in Health Care Innovation + Long-Term Growth + Expertise Six months after the coronavirus-triggered …

Category:  Coronavirus Go Health

This $1.2 Billion Stock Fund Is Up More Than 40% in 2020.

WebJULY 30, 2020 (over please) The Publisher’s sale Of This rePrinT DOes nOT COnsTiTuTe Or imPly any enDOrsemenT Or sPOnsOrshiP Of any PrODuCT, serviCe, COmPany Or …

Category:  Health Go Health

Baron WealthBuilder Fund Top 10 Underlying Positions as of …

WebRisks: The Fund is a diversified fund because it invests, at any given time, in the securities of a select number of Baron mutual funds (the “Underlying Funds”), …

Category:  Health Go Health

Baron WealthBuilder Fund

WebManagement’s Discussion of Fund Performance. For the 12 months ended December 31, 2022, Baron WealthBuilder Fund1 declined 32.75%, underperforming the …

Category:  Health Go Health

Baron WealthBuIlder Fund

WebHistorical Performance (Calendar Year %) 2018 2019 2020 BWBIX-6.38 36.49 62.85 S&P 500 Index-4.38 31.49 18.40 MSCI ACWI Index-9.42 26.60 16.25 …

Category:  Health Go Health

Baron WealthBuIlder Fund

WebHistorical Performance (Calendar Year %) 2018 2019 2020 BWBIX-6.38 36.49 62.85 MSCI ACWI Index-9.42 26.60 16.25 S&P 500 Index-4.38 31.49 18.40 …

Category:  Health Go Health

INSIDE T HE BARON FUNDS INVESTOR

WebPerformance listed in the above table is net of annual operating expenses. Annual expense ratio for the Institutional Share Class as of fiscal year. ended 12/31/2019 …

Category:  Health Go Health

December 31, 2020 Baron WealthBuilder Fund

WebDecember 31, 2020 Baron WealthBuilder Fund Table II. Performance by COVID-19 periods Pre-COVID-19 12/31/2019 to Peak (2/19/2020) † COVID-19 Panic Peak to Trough …

Category:  Health Go Health

Baron Cancels 2021 Annual Investment Conference

WebMarch 05, 2021 . advances in science and medicine that we expect will offer future generations greater safeguards and. the world have begun the all-important healing …

Category:  Medicine Go Health

Statement of Additional Information

WebFUND HISTORY Baron Select Funds (the “Trust”) is an open-end management investment company organized originally as a limited partnership known as …

Category:  Health Go Health

Baron Select Funds Baron New Asia Fund Baron WealthBuilder …

WebBaron WealthBuilder Fund Retail Shares : BWBFX Institutional Shares : BWBIX TA Shares : BWBTX Summary Prospectus April 30, 2021 Baron Select Funds …

Category:  Health Go Health

Baron Capital Launches Baron New Asia Fund

WebJuly 30, 2021 Baron Capital Launches Baron New Asia Fund We are pleased to announce the launch of Baron New Asia Fund. Baron New Asia Fund is a differentiated strategy …

Category:  Health Go Health

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