Baron Asset’s steady approach to growth investing, experienced manager, and deep analyst team continue to differentiate it from most peers.
Baron Asset Retail BARAX
- NAV / 1-Day Return 97.77 / −1.32 %
- Total Assets 4.6 Bil
-
Adj. Expense Ratio
1.300%
- Expense Ratio 1.300%
- Distribution Fee Level High
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 5%
USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:20 AM GMT+0
Morningstar’s Analysis BARAX
Will BARAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
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