Baron WealthBuilder Fund Retail Shares (BWBFX) Research
The Baron WealthBuilder Fund Retail Shares allocates its capital to a carefully chosen selection of Baron's proprietary mutual funds, referred to as "underlying funds," each pursuing distinct investment strategies. Typically, its portfolio is composed of a diverse mix of both U.S. and international stock-focused funds. The fund's adviser seeks out businesses that demonstrate substantial potential for growth, possess enduring competitive strengths, are led by exceptional management teams, and trade at compelling valuations.
Market snapshot
- Symbol
- BWBFX
- Price
- $22.40
- Day change
- +0.36%
- Market cap
- $526.1M
- 52-week range
- 19.2-22.82
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Boston Trust Asset Management Fund (BTBFX)
- Integrity Dividend Harvest Fund Class A (IDIVX)
- Allspring Small Company Growth Admin (NVSCX)
- Virtus NFJ Mid Cap Value Fund Class A (PQNAX)
- Virtus NFJ Mid Cap Value Fund Institutional Class (PRNIX)
- Touchstone Mid Cap Value Fund Class A (TCVAX)
- Invesco Trust for Investment Grade Municipals (VGM)
- Invesco Municipal Trust (VKQ)
Open Baron WealthBuilder Fund Retail Shares (BWBFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.