BDAFX : Baron Durable Advantage Fund Retail Shares

BDAFX is a US Stocks Market Large Growth with MODERATE fees.

BDAFX

Baron Durable Advantage Fund Retail Shares

FI Score

27 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

27% FI Score
  • bdafx
  • Mutual Fund
  • US Stocks
  • Large Growth

Baron Durable Advantage Fund Retail Shares

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation through investments primarily in securities of large-sized companies. The fund invests primarily in equity securities in the form of common stock of U.S. large-sized companies. The Adviser seeks to invest primarily in what it believes are unique, well-managed, competitively advantaged businesses that generate significant excess free cash flow that is consistently returned to shareholders in the form of stock buybacks and/or dividends.

Largest Holdings

Amount Holding
5.99% Microsoft Corp
5.36% Adobe Inc
5.06% S&P Global Inc
4.96% Moody's Corporation
4.39% Mastercard Inc A
4.26% Accenture PLC Class A
4.22% Alphabet Inc Class C
4.08% Danaher Corp
3.80% IHS Markit Ltd
3.70% Fidelity National Information Services Inc
3.56% Thermo Fisher Scientific Inc
3.30% UnitedHealth Group Inc
2.98% Equinix Inc
2.88% AstraZeneca PLC ADR
2.50% Alexandria Real Estate Equities Inc
2.42% Facebook Inc A
2.40% Constellation Brands Inc A
2.39% IQVIA Holdings Inc
2.23% SS&C Technologies Holdings Inc
2.13% Visa Inc Class A
2.12% Heico Corp Class A
1.76% BlackRock Inc
1.70% CME Group Inc Class A
1.70% Charter Communications Inc A
1.66% ASML Holding NV ADR

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