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Morningstar

Baron Opportunity Instl BIOIX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 32.64  /  0.52 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 31%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

Morningstar’s Analysis BIOIX

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

People Pillar

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

A sound investment process and strong management team underpin Baron Opportunity Instl's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BIOIX

More BIOIX Holdings
  • Current Portfolio Date
  • Equity Holdings 46
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 51.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

14.03
145,887,336
Technology

NVIDIA Corp

7.99
83,123,430
Technology

Tesla Inc

6.56
68,164,908
Consumer Cyclical

Amazon.com Inc

6.09
63,289,780
Consumer Cyclical

Fixed Inc Clearing Corp.Repo

3.10
32,224,733
Cash and Equivalents

CoStar Group Inc

2.99
31,090,370
Real Estate

Visa Inc Class A

2.91
30,231,204
Financial Services

Meta Platforms Inc Class A

2.85
29,616,336
Communication Services

ServiceNow Inc

2.81
29,222,440
Technology

Gartner Inc

2.73
28,405,587
Technology