Baron Opportunity Retail holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Baron Opportunity Fund Retail Class BIOPX
- NAV / 1-Day Return 60.74 / +3.11 %
- Total Assets 2.1B
-
Adj. Expense Ratio
1.310%
- Expense Ratio 1.310%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 30%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis BIOPX
Will BIOPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BIOPX 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 BIOPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 13.27 | 214M | Technology |
SpaceX | 6.61 | 107M | — |
Broadcom Inc | 6.29 | 102M | Technology |
Amazon.com Inc | 6.25 | 101M | Consumer Cyclical |
SpaceX | 6.03 | 98M | — |
Tesla Inc | 5.41 | 87M | Consumer Cyclical |
Spotify Technology SA | 3.97 | 64M | Communication Services |
Meta Platforms Inc Class A | 3.86 | 62M | Communication Services |
Alphabet Inc Class A | 3.81 | 62M | Communication Services |
Eli Lilly and Co | 3.41 | 55M | Healthcare |
United States