Morningstar

Baron Opportunity Fund R6 Shares BIOUX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 69.39  /  +2.06 %
  • Total Assets 2.2B
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.00
  • Turnover 30%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BIOUX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baron Opportunity 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.

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Portfolio Holdings BIOUX

More BIOUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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11.50 244M
Technology

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5.76 122M
Technology

Amazon.com Inc

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Consumer Cyclical

Tesla Inc

4.67 99M
Consumer Cyclical

Alphabet Inc Class A

4.37 92M
Communication Services

Eli Lilly and Co

3.45 73M
Healthcare

Spotify Technology SA

3.35 71M
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Meta Platforms Inc Class A

2.81 60M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.75 58M
Technology

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