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Baron WealthBuilder Fund Retail Shares
BWBFX · NMFQS21.43
21.43
USD0.291.37%Sector weight
Sector
Equity %
Category Average
Technology
24.61%
22.54%
Consumer Cyclical
21.52%
10.43%
Financial Services
19.16%
16.01%
Healthcare
11.84%
11.99%
Real Estate
9.42%
3.41%
Industrials
7.42%
12.30%
Communication Services
3.82%
6.99%
Basic Materials
1.03%
3.61%
Consumer Defensive
1.02%
5.65%
Energy
0.12%
4.34%
Utilities
0.06%
2.72%
Government
0.06%
25.00%
Municipal
0.06%
1.77%
Corporate
0.06%
18.24%
Securitized
0.06%
13.75%
Cash and Equivalents
0.06%
41.20%
Derivative
0.06%
0.04%
World Regions
Region
Equity %
Category Average
North America
80.47%
77.22%
Europe Developed
7.48%
9.37%
Japan
4.03%
3.53%
United Kingdom
2.33%
3.80%
Asia Emerging
1.83%
2.10%
Asia Developed
1.55%
2.11%
Australasia
1.28%
0.77%
Africa/Middle East
0.51%
0.32%
Latin America
0.41%
0.72%
Europe Emerging
0.12%
0.07%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
37.36K USD
111.39K USD
157.68K USD
Medium
44.34%
20.04%
18.43%
Small
17.99%
7.17%
4.97%
Giant
17.65%
33.88%
39.48%
Large
12.37%
24.62%
29.59%
Micro
3.37%
1.66%
0.18%
Valuation and Growth
Growth Rates
BWBFX.US
Category Average
Price/Prospective Earnings
27.82%
17.79%
Price/Cash Flow
19.28%
12.04%
Price/Book
4.26%
2.77%
Price/Sales
3.72%
2.04%
Dividend Yield
0.79%
2.00%
Valuation Rates
BWBFX.US
Category Average
Historical Earnings
15.67%
7.19%
Sales Growth
13.56%
8.01%
Long-Term Earnings
12.00%
10.32%
Book-Value Growth
9.66%
5.37%
Cash-Flow Growth
8.10%
7.88%
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