Morningstar

Baron Health Care Fund R6 Shares BHCUX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Baron Capital Investment Hub
  • NAV / 1-Day Return $23.67  /  +0.08 %
  • Fund Size $103.8M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Health
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 74%
NAV and 1-Day Return as of

Morningstar’s Analysis BHCUX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baron Health Care R6 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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BHCUX

More BHCUX Holdings
  • 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

Sponsor Center