Baron WealthBuilder TA (BWBTX) - Allocation--85%+ Equity fund with $108.57 Million in assets. The fund allocates 79.30% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Baron Growth Fund at 12.26% of total assets. This is followed by Baron Small Cap Fund (12.60%) and Baron Asset Fund (10.30%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Baron Growth Fund | 12.26% | - | - |
| Baron Small Cap Fund | 12.60% | - | - |
| Baron Asset Fund | 10.30% | - | - |
| Baron Partners Fund | 14.94% | - | - |
| Baron Focused Growth Fund | 6.79% | - | - |
| Baron Real Estate Fund | 5.72% | - | - |
| Baron Fifth Avenue Growth Fund | 4.05% | - | - |
| Baron Opportunity Fund | 4.09% | - | - |
| Baron Discovery Fund | 4.52% | - | - |
| Baron Global Advantage Fund | 4.03% | - | - |
| Baron Durable Advantage Fund | 4.27% | - | - |
| Baron Global Opportunity Fund | 4.17% | - | - |
| Baron Generational Growth Fund | 11.85% | - | - |