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Baron Wealthbuilder Fund Ta Shares: (MF: BWBTX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:38 PM ET

$20.21 USD

+0.03 (0.15%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.42 71
3 months 3.28 39
6 months 4.64 55
1 Year 10.47 72
3 Year 14.04 66
5 Year 4.30 86
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.16
5 Year 5.42
10 Year NA
Since Inception 12.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.83 10.39 3.19 4.92
2024 4.87 -2.61 10.17 6.31
2023 10.34 7.39 -4.83 11.42
2022 -13.37 -22.28 -1.02 1.13
2021 1.21 8.07 0.55 6.10

Annual Return

202620252024202320222021202020192018
% Total Return -1.4210.1619.6225.65-32.6016.7162.8431.39-6.37
% Total Return Rel to Index -2.87-8.05-5.39-0.58-14.39-11.9744.44-0.09-1.98
% Total Return Rel to Peer -2.95-2.540.232.65-12.90-5.3442.922.970.48
% Perf Quintile vs Peer* 5.004.000.002.005.004.001.002.003.00
% Dividends 0.000.050.010.010.080.000.000.010.00
% Yield 0.000.210.060.260.540.020.000.040.00
Capital Gains ($) 0.001.590.140.000.371.190.240.000.01
Expense Ratio 0.000.050.050.050.050.050.050.050.00

* 1 = Top 20%, 5 = Bottom 20%