Morningstar

Baron Asset Fund Retail Class BARAX

Morningstar Medalist Rating
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Medalist Rating as of See Baron Capital Investment Hub
  • NAV / 1-Day Return $95.41  /  +1.04 %
  • Fund Size $3.7B
  • Adjusted Expense Ratio 1.310%
  • Net Expense Ratio 1.310%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 6%
NAV and 1-Day Return as of

Morningstar’s Analysis BARAX

Will BARAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BARAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BARAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BARAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Downgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Baron Asset’s extreme positioning merits downgrading its Process rating to Above Average from High; its People rating remains Above Average.

by Eric Schultz
Rated on Published on

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Portfolio Holdings BARAX

More BARAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.0
Top 10 Holdings
% Portfolio Weight
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