BARAX : Baron Asset Fund Retail Class

BARAX is a US Stocks Market Mid-Cap Growth with HIGH fees.

BARAX

Baron Asset Fund Retail Class

FI Score

45 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

45% FI Score
  • barax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Baron Asset Fund Retail Class

Expenses: 1.30% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation through long-term investments primarily in securities of mid-sized companies with undervalued assets or favorable growth prospects. The fund invests for the long term primarily in equity securities in the form of common stock of U.S. mid-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines mid-sized companies as those, at the time of purchase, with market capitalizations above $2.5 billion or the smallest market cap stock in the Russell Midcap Growth Index at reconstitution, whichever is larger, and below the largest market cap stock in the Russell Midcap Growth Index at reconstitution.

Largest Holdings

Amount Holding
6.23% IDEXX Laboratories Inc
4.85% Verisk Analytics Inc
4.27% Gartner Inc A
4.17% Mettler-Toledo International Inc
3.75% Ansys Inc
3.50% SBA Communications Corp
3.42% CoStar Group Inc
3.40% VeriSign Inc
3.05% Guidewire Software Inc
2.72% FactSet Research Systems Inc
2.63% TransUnion
2.50% Vail Resorts Inc
2.46% West Pharmaceutical Services Inc
2.41% Fidelity National Information Services Inc
2.38% Roper Technologies Inc
2.31% MarketAxess Holdings Inc
2.23% Illumina Inc
2.21% Ceridian HCM Holding Inc
2.21% Bio-Techne Corp
2.15% Equinix Inc
1.94% Veeva Systems Inc Class A
1.84% Arch Capital Group Ltd
1.79% Willis Towers Watson PLC
1.76% Charles Schwab Corp
1.68% IDEX Corp

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