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Baron Asset Instl BARIX

Analyst rating as of
NAV / 1-Day Return
121.27  /  0.36 %
Total Assets
5.7 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
High
Longest Manager Tenure
17.59 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
9%
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Morningstar’s Analysis

Will BARIX outperform in future?

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

Stable.

Summary

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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.

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