Baron Health Care Retail holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Baron Health Care Fund Retail Shares BHCFX
- NAV / 1-Day Return $23.24 / +0.09 %
- Fund Size $103.8M
- Adjusted Expense Ratio 1.100%
- Net Expense Ratio 1.100%
- Fee Level: Distribution Average
- Share Class Type No Load
- Morningstar Category Health
- Equity Style Box (Funds) Large Blend
- Minimum Initial Investment $2,000
- Investment Status Open
- TTM Yield 0.00%
- Turnover Ratio 74%
Morningstar’s Analysis BHCFX
Will BHCFX outperform in the 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 61.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Eli Lilly and Co | 14.25 | 14M | Healthcare |
Mettler-Toledo International Inc | 7.44 | 8M | Healthcare |
Johnson & Johnson | 7.30 | 7M | Healthcare |
Thermo Fisher Scientific Inc | 5.92 | 6M | Healthcare |
Teva Pharmaceutical Industries Ltd | 5.07 | 5M | Healthcare |
Roivant Sciences Ltd Ordinary Shares | 4.50 | 5M | Healthcare |
argenx SE ADR | 4.44 | 5M | Healthcare |
UnitedHealth Group Inc | 4.16 | 4M | Healthcare |
Welltower Inc | 4.08 | 4M | Real Estate |
Merck & Co Inc | 3.94 | 4M | Healthcare |
United States