BARAX – Fund Analysis – Baron Asset Retail | Morningstar

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Will BARAX outperform in future?

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

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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.

A durable mid-cap growth option.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Baron Asset’s steady approach to growth investing, experienced manager, and deep analyst team continue to differentiate it from most peers.

by Adam Sabban

Rated on Jul 27, 2023 Published on Jul 27, 2023

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