Baron Asset BARAX
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Robber Baron ...
… egregious: Baron Growth (BGRFX, $6.2B AUM, 1.32% ER), Baron Small Cap (BSCFX, $4.2B, 1.31%), Baron Asset ( BARAX , $2.4B, 1.33%), and Baron Partners (BPTRX, $989M, 1.35%). And here is my favorite quote from …
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On the Lookout for Tax Traps and Free Rides
… stock fund runs around 70% turnover and so is likely to throw off a fair amount of gains in the portfolio. Baron Asset Retail BARAX is sporting a 51% PCGE, though its turnover ratio of 13% tells me that it won't likely distribute nearly …
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Fidelity 401 and 403b help
… work at the same hospital. We have all of Fidelity available to us. This year they added these funds to our list. Baron Asset BARAX , Baron Small Cap BSCFX, Pimco Total Return, PTRAX, Pimco Low Duration PLDAX, Perkins Mid Cap Value JMCVX, Artisan …
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Portfolio Review
… Bonds 14%/Cash 6%. What do you think? Too aggressive? Fund % TAVFX 15.90 FUSVX 14.52 BEGRX 14.09 MDISX 13.15 DODGX 10.69 PTTDX 9.75 BARAX 5.96 FLPSX 4.55 SLASX 4.26 VMMXX 3.15 JAWWX 1.79 ARFAX 1.11 FBGRX 1.07
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401k - lousy plan + no match
… ING Oppenheimer Global-Int/Janus Aspen Worldwide Gr-Inst # (4) ING VP Index Plus MidCap Portfolio - Class I - 053 Baron Asset Fund - 921 Fidelity® Advisor Mid Cap Fund - Class T - 212 ING JPMorgan Mid Cap Value Portfolio - Initial Class - 429 ING VP …
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Debt Be Not Proud
… s stocks will change, but his strategy won't. Baron Asset BARAX is a case in point. The fund didn't migrate from ..... occasionally wanders from mid-value into mid-blend. Like Baron Asset , Longleaf Partners keeps turnover low--as its …
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Baron Asset Retail and Baron partners retail
Any thoughts on these two funds- symbols BARAX and BPTRX ? BARAX has 4 stars, seems to be doing just ok this year but has a nice 10 year record in the top 25% of its category. BPTRX is run by Ron Baron himself and I always considered him to …
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BPTIX Baron Partners Instl Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… funds. Investors can enjoy the benefits of that long-term style with much less volatility at siblings such as Baron Asset BARAX , but for the limited audience that can brave this fund's intrepid style, it holds appeal.
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BIOPX Baron Opportunity Retail Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… competitive advantages , than mid - growth sibling Baron Asset BARAX . Lippert has a five - year time horizon , but the ..... trading . As a result , turnover is far higher than at Baron Asset , clocking in here at 68 % in 2009 versus 15 % at …
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BARAX Baron Asset Retail Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… the fund out of the technology sector , but it has frequently owned tech - and communications - related service companies . Baron Asset 's brand of growth investing comes in a distinctive flavor . Most growth investors evaluate companies with a short time horizon …