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 Mutual Funds List
1 to 25 of 51 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Baron Focused Growth Fund Retail Shares | BFGFX | Mid-Cap Growth | 14.31% | 6 | 1.310% | High | No Load | $2,000 | ||
| Baron Real Estate Income Fund Institutional Shares | BRIIX | Real Estate | 10.70% | 83 | 0.800% | Below Average | Institutional | $1M | ||
| Baron Real Estate Income Fund R6 Shares | BRIUX | Real Estate | 10.71% | 82 | 0.800% | Below Average | Retirement, Large | $5M | ||
| Baron Real Estate Income Fund Retail Shares | BRIFX | Real Estate | 10.50% | 84 | 1.050% | Average | No Load | $2,000 | ||
| Baron Focused Growth Fund Institutional Shares | BFGIX | Mid-Cap Growth | 14.57% | 6 | 1.050% | High | Institutional | $1M | ||
| Baron Focused Growth Fund R6 Shares | BFGUX | Mid-Cap Growth | 14.56% | 6 | 1.050% | High | Retirement, Large | $5M | ||
| Baron Opportunity Fund Retail Class | BIOPX | Large Growth | 7.17% | 26 | 1.310% | High | No Load | $2,000 | ||
| Baron Asset Fund Retail Class | BARAX | Mid-Cap Growth | 7.93% | 23 | 1.310% | High | No Load | $2,000 | ||
| Baron Asset Fund Institutional Class | BARIX | Mid-Cap Growth | 8.17% | 22 | 1.050% | High | Institutional | $1M | ||
| Baron Real Estate Fund Retail Shares | BREFX | Real Estate | −1.02% | 95 | 1.320% | Above Average | No Load | $2,000 | ||
| Baron Opportunity Fund R6 Shares | BIOUX | Large Growth | 7.39% | 25 | 1.040% | High | Retirement, Large | $5M | ||
| Baron Asset Fund Class R6 | BARUX | Mid-Cap Growth | 8.16% | 22 | 1.050% | High | Retirement, Large | $5M | ||
| Baron Real Estate Fund Institutional Shares | BREIX | Real Estate | −0.81% | 95 | 1.050% | Above Average | Institutional | $1M | ||
| Baron Real Estate Fund Class R6 | BREUX | Real Estate | −0.81% | 95 | 1.050% | High | Retirement, Large | $5M | ||
| Baron Opportunity Fund Institutional Class | BIOIX | Large Growth | 7.40% | 25 | 1.050% | High | Institutional | $1M | ||
| Baron Durable Advantage Fund R6 Shares | BDAUX | Large Growth | 4.82% | 42 | 0.700% | Above Average | Retirement, Large | $5M | ||
| Baron Durable Advantage Fund Retail Shares | BDAFX | Large Growth | 4.60% | 43 | 0.950% | Above Average | No Load | $2,000 | ||
| Baron Durable Advantage Fund Institutional Shares | BDAIX | Large Growth | 4.86% | 41 | 0.700% | Average | Institutional | $1M | ||
| Baron Global Opportunity Fund R6 Shares | BGLUX | Global Large-Stock Growth | 15.49% | 1 | 0.900% | High | Retirement, Large | $5M | ||
| Baron Partners Fund R6 Shares | BPTUX | Large Growth | 13.70% | 5 | 1.040% | High | Retirement, Large | $5M | ||
| Baron Partners Fund Retail Shares | BPTRX | Large Growth | 13.46% | 6 | 1.300% | High | No Load | $2,000 | ||
| Baron Global Opportunity Fund Institutional Shares | BGAIX | Global Large-Stock Growth | 15.51% | 1 | 0.900% | Average | Institutional | $1M | ||
| Baron Discovery Fund Retail Shares | BDFFX | Small Growth | 6.37% | 74 | 1.330% | Above Average | No Load | $2,000 | ||
| Baron Small Cap Fund Institutional Class | BSFIX | Small Growth | 2.44% | 88 | 1.060% | High | Institutional | $1M | ||
| Baron International Growth Fund Retail Shares | BIGFX | Foreign Large Growth | 7.38% | 21 | 1.210% | High | 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
United States