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BWBIX Chart NMFQS:BWBIX

Allocation--85%+ Equity | Baron Capital Group, Inc.
$21.43
↑ $0.15 (0.70%)
Last Updated: Jul 15, 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 Baron Wealthbuilder Fund Institutional Shares (BWBIX) fund's overview page.


Performance Summary

YTD Return -%
1-Year Return 11.36%
3-Year Return 13.67%
5-Year Return 4.67%
NAV $21.43
Previous Close $21.28

Fund Metrics

Net Assets $516.01 Million
Expense Ratio 1.16%
Dividend Yield 0.00%
Morning Star Rating -
Inception Date 2017-12-29
Update Date 2026-03-31