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BWBIX Chart NMFQS:BWBIX

Allocation--85%+ Equity | Baron Capital Group, Inc.
$21.87
↓ $-0.10 (-0.46%)
Last Updated: Feb 17, 2026

BWBIX Price Chart

3M 6M YTD 1Y 5Y 10Y Max
This chart displays NAV data for Baron WealthBuilder Fund Institutional Shares (BWBIX). For complete fund information and metrics, visit the fund's overview page.


Performance Summary

YTD Return 0.78%
1-Year Return 6.88%
3-Year Return 15.08%
5-Year Return 4.31%
NAV $21.87
Previous Close $21.97

Fund Metrics

Net Assets $559.05 Million
Expense Ratio 1.18%
Dividend Yield 0.00%
Morning Star Rating -
Inception Date 2017-12-29
Update Date 2025-12-31

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