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Morningstar

Baron International Growth Institutional BINIX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 26.94  /  +1.28 %
  • Total Assets 343.7 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.56%
  • Turnover 33%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BINIX

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

  • People Pillar

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

A strong management team and sound investment process underpin Baron International Growth Institutional's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BINIX

More BINIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

3.48 12.0 Mil
Cash and Equivalents

Linde PLC

2.80 9.7 Mil
Basic Materials

Arch Capital Group Ltd

2.74 9.5 Mil
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd

2.71 9.4 Mil
Technology

Constellation Software Inc

2.67 9.2 Mil
Technology

AstraZeneca PLC ADR

2.38 8.2 Mil
Healthcare

Inpost SA Ordinary Shares

2.27 7.8 Mil
Industrials

Edreams Odigeo SA Ordinary Shares

2.16 7.5 Mil
Consumer Cyclical

argenx SE ADR

2.06 7.1 Mil
Healthcare

Symrise AG

2.03 7.0 Mil
Basic Materials