Baron WealthBuilder Fund TA Shares
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Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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Cash
Stock
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Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Baron Capital Group, Inc.
Manager/Tenure
(Years)
(Years)
Ronald Baron (7), Michael Baron (4)
Address
767 Fifth Avenue, 48th Floor
New York NY - 10153
New York NY - 10153
Country
United States
Phone Number
800-992-2766
Investment Strategy
The investment seeks capital appreciation. The fund invests, at any given time, in the securities of a select number of Baron mutual funds (the "underlying funds"), representing specific investment strategies. It normally invests in a variety of domestic and international equity funds. The Adviser seeks to invest in businesses that the Adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.