Morningstar

Baron Durable Advantage Fund R6 Shares BDAUX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 36.41  /  +0.52 %
  • Total Assets 551.4M
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.00
  • Turnover 13%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BDAUX

Will BDAUX 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 BDAUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BDAUX 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 BDAUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baron Durable Advantage R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings BDAUX

More BDAUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.2
Top 10 Holdings
% Portfolio Weight
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