BWBTX – Baron WealthBuilder TA Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund normally invests in a variety of domestic and international equity funds. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BWBFX	Baron WealthBuilder Fund Retail Shares	No Load	Open			Dec 29, 2017	$71.07M	1.410%	Above Average	$2,000	−$19.48M
BWBTX	Baron WealthBuilder Fund TA Shares	No Load	Open			Dec 29, 2017	$58.14M	1.160%	Above Average	$2,000	−$4.14M
BWBIX	Baron WealthBuilder Fund Institutional Shares	Institutional	Open			Dec 29, 2017	$389.05M	1.160%	High	$1M	−$56.53M

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