Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Baron Capital Mutual Funds
View all of Baron Capital’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Baron Capital Funds List
Share Class Type
1 to 25 of 57 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Baron Durable Advantage Institutional | BDAIX | Large Growth | 8.87% | 50 | 0.700% | Average | Institutional | $1.0 Mil | ||
| Baron Durable Advantage R6 | BDAUX | Large Growth | 7.71% | 50 | 0.700% | Above Average | Retirement, Large | $5.0 Mil | ||
| Baron Durable Advantage Retail | BDAFX | Large Growth | 8.81% | 52 | 0.950% | Above Average | No Load | $2,000 | ||
| Baron Focused Growth Institutional | BFGIX | Mid-Cap Growth | −1.58% | 91 | 1.060% | High | Institutional | $1.0 Mil | ||
| Baron Focused Growth R6 | BFGUX | Mid-Cap Growth | −1.89% | 90 | 1.060% | High | Retirement, Large | $5.0 Mil | ||
| Baron Focused Growth Retail | BFGFX | Mid-Cap Growth | −1.98% | 91 | 1.320% | High | No Load | $2,000 | ||
| Baron Real Estate Institutional | BREIX | Real Estate | −0.28% | 4 | 1.060% | Above Average | Institutional | $1.0 Mil | ||
| Baron Real Estate Retail | BREFX | Real Estate | −0.37% | 5 | 1.310% | Above Average | No Load | $2,000 | ||
| Baron Asset Instl | BARIX | Mid-Cap Growth | −0.97% | 87 | 1.050% | High | Institutional | $1.0 Mil | ||
| Baron Health Care Instl | BHCHX | Health | 3.62% | 34 | 0.850% | Average | Institutional | $1.0 Mil | ||
| Baron Health Care R6 | BHCUX | Health | 3.62% | 40 | 0.850% | Average | Retirement, Large | $5.0 Mil | ||
| Baron Health Care Retail | BHCFX | Health | 3.57% | 41 | 1.100% | Average | No Load | $2,000 | ||
| Baron Real Estate Income Institutional | BRIIX | Real Estate | −4.20% | 15 | 0.800% | Below Average | Institutional | $1.0 Mil | ||
| Baron Real Estate Income R6 | BRIUX | Real Estate | −3.58% | 14 | 0.800% | Below Average | Retirement, Large | $5.0 Mil | ||
| Baron Real Estate Income Retail | BRIFX | Real Estate | −3.68% | 16 | 1.050% | Average | No Load | $2,000 | ||
| Baron Real Estate R6 | BREUX | Real Estate | −1.29% | 4 | 1.060% | High | Retirement, Large | $5.0 Mil | ||
| Baron Small Cap Instl | BSFIX | Small Growth | 4.59% | 26 | 1.050% | Above Average | Institutional | $1.0 Mil | ||
| Baron Small Cap R6 | BSCUX | Small Growth | 4.56% | 30 | 1.060% | High | Retirement, Large | $5.0 Mil | ||
| Baron Small Cap Retail | BSCFX | Small Growth | 4.46% | 27 | 1.310% | Above Average | No Load | $2,000 | ||
| Baron Asset R6 | BARUX | Mid-Cap Growth | −0.97% | 87 | 1.050% | High | Retirement, Large | $5.0 Mil | ||
| Baron Asset Retail | BARAX | Mid-Cap Growth | −0.12% | 88 | 1.300% | High | No Load | $2,000 | ||
| Baron Discovery Institutional | BDFIX | Small Growth | −3.00% | 92 | 1.060% | Above Average | Institutional | $1.0 Mil | ||
| Baron Discovery Retail | BDFFX | Small Growth | −2.16% | 93 | 1.330% | High | No Load | $2,000 | ||
| Baron Emerging Markets Institutional | BEXIX | Diversified Emerging Mkts | 5.06% | 52 | 1.110% | Above Average | Institutional | $1.0 Mil | ||
| Baron Emerging Markets Retail | BEXFX | Diversified Emerging Mkts | 4.95% | 53 | 1.370% | Above Average | No Load | $2,000 |
Baron Capital Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank