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Baron WealthBuilder Fund Retail Shares BWBFX · NASDAQ

$22.51 -0.79% (-$0.18)

Summary

Baron WealthBuilder Fund Retail Shares is a mutual fund. It does not trade on an exchange: you buy it from the fund company at a price set once a day.

Dividend yield
5.80%

What speaks for it

Nothing stands out in its favour.

What to watch

  • In the last five years its price once dropped by 43% from its high.

A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.

Price

Performance

1 month
+3.6%
3 months
+6.7%
This year
+5.7%
1 year
+3.7%
3 years
+50%
5 years
-0.6%

What does it cost me?

We do not know the costs of this fund.

How has it done?

Losing value
A year on average, 5 years
-0.1%
Deepest drop
-43%
Yearly volatility
18%

Average yearly decline over the last five years: 0.1%. Deepest drop in these years: 43% below the earlier high.

Does it pay dividends?

Yes, it pays out
Yield
5.80%
Payments a year
1
Last payment
$1.32

Over the last 12 months it paid $1.32 per share, which is 5.80% of today's price. The last payment was $1.32 on Dec 18, 2025.

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