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Morningstar

Baron WealthBuilder Institutional BWBIX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 17.69  /  +0.86 %
  • Total Assets 569.8 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Aggressive Allocation
  • Investment Style Mid Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.03%
  • Turnover 7%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BWBIX

Will BWBIX outperform in 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.

A sound investment process and strong management team underpin Baron WealthBuilder Institutional's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BWBIX

More BWBIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Baron Growth Instl

14.54 82.8 Mil
—

Baron Small Cap Instl

13.93 79.4 Mil
—

Baron Asset Instl

13.02 74.2 Mil
—

Baron Partners Institutional

12.18 69.4 Mil
—

Baron Real Estate Institutional

6.25 35.6 Mil
—

Baron Focused Growth Institutional

6.08 34.7 Mil
—

Baron Fifth Avenue Growth Instl

4.89 27.8 Mil
—

Baron Opportunity Instl

4.88 27.8 Mil
—

Baron Discovery Institutional

4.66 26.6 Mil
—

Baron Global Advantage Institutional

3.48 19.8 Mil
—