Baron Asset’s steady performance and process continuity earn all share classes a Morningstar Analyst Rating upgrade from Bronze to Silver under Morningstar’s enhanced ratings methodology.
Will BARIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BARIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BARIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BARIX’s parent organization’s priorities and whether they’re in line with investors’ interests.