Baron Health Care Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Baron Health Care Fund Institutional Shares BHCHX
- NAV / 1-Day Return 22.08 / +0.23 %
- Total Assets 112.4M
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.850%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Health
- Investment Style Mid Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.00
- Turnover 74%
USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis BHCHX
Will BHCHX 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 50.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Eli Lilly and Co | 13.65 | 16M | Healthcare |
Mettler-Toledo International Inc | 5.59 | 6M | Healthcare |
Johnson & Johnson | 5.56 | 6M | Healthcare |
argenx SE ADR | 4.22 | 5M | Healthcare |
Thermo Fisher Scientific Inc | 3.91 | 4M | Healthcare |
Roivant Sciences Ltd Ordinary Shares | 3.87 | 4M | Healthcare |
Teva Pharmaceutical Industries Ltd ADR | 3.86 | 4M | Healthcare |
UnitedHealth Group Inc | 3.64 | 4M | Healthcare |
Welltower Inc | 3.38 | 4M | Real Estate |
RadNet Inc | 3.24 | 4M | Healthcare |
United States