MF · holdings as filed 2026-03-31
What's inside BWBFX?
Baron WealthBuilder Fund
Holdings
18
positions in the fund
Expense ratio
1.43%
net, per year
Fund size
$500M
total net assets
Top 15 holdings
1
BPTIXBARON PARTNERS FUND-INST
14.58%
2
BGRIXBARON GENERATIONAL GR FD-INS
12.26%
3
BSFIXBARON SMALL CAP FUND-INST
12.10%
4
BARIXBARON ASSET FUND-INST
9.90%
5
BFGIXBARON FOCUSED GROWTH-INST
6.76%
6
BREIXBARON REAL ESTATE-INST
6.11%
7
BDFIXBARON DISCOVERY FUND-INST
4.59%
8
BIOIXBARON OPPORTUNITY FUND-INST
4.26%
9
BFTIXBARON FIFTH AVENUE GRWTH-INS
4.23%
10
BGAIXBAR GLOBAL OPPORTUNITY FU-IN
4.16%
11
BDAIXBARON DURABLE ADVANTAGE-INST
4.07%
12
BINIXBARON INTERNATIONAL GROW-INS
3.32%
13
BHCHXBARON HEALTH CARE FUND-INST
3.07%
14
BEXIXBARON EMERGING MARKETS-INS
2.82%
15
BRIIXBARON REAL ESTATE INCOME-INS
2.61%
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Unwrap your portfolio →Data source: official SEC Form N-PORT filings (as of 2026-03-31); expense ratio from SEC prospectus (risk/return) filings. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.