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Baron WealthBuilder Institutional BWBIX

Quantitative rating as of
  • NAV / 1-Day Return 15.50  /  1.65 %
  • Total Assets 426.9 Mil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—85%+ Equity
  • Investment Style Mid Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.56%
  • Turnover < 1%

Morningstar’s Analysis BWBIX

Will BWBIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Baron WealthBuilder Institutional's recent fee cut underpins an upgrade to this strategy's Morningstar Quantitative Rating to Silver from Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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