BHCHX : Baron Health Care Fund Institutional Shares

BHCHX is a Sector Equity Market Healthcare with MODERATE fees.

BHCHX

Baron Health Care Fund Institutional Shares

FI Score

20 /100

Expense Ratio Rating

5 /10

Expense Rating

2 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

20% FI Score
  • bhchx
  • Mutual Fund
  • Sector Equity
  • Healthcare

Baron Health Care Fund Institutional Shares

Expenses: 0.85% (Better than 1% of similar funds)

This is a bad choice for a Healthcare Sector Equity fund. See why ยป

Fund Summary

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities in the form of common stock of companies engaged in the research, development, production, sale, delivery or distribution of products and services related to the health care industry. The Adviser uses various criteria to determine whether an issuer is engaged in activities related to the health care industry. It is non-diversified.

Largest Holdings

Amount Holding
6.29% UnitedHealth Group Inc
5.91% Abbott Laboratories
5.90% AstraZeneca PLC ADR
5.11% Roche Holding AG ADR
4.86% Vertex Pharmaceuticals Inc
3.71% Thermo Fisher Scientific Inc
3.22% argenx SE ADR
3.13% Schrodinger Inc Ordinary Shares
3.06% Humana Inc
3.06% Edwards Lifesciences Corp
3.02% Intuitive Surgical Inc
2.90% Acceleron Pharma Inc
2.37% Teleflex Inc
2.25% Silk Road Medical Inc
2.11% The Cooper Companies Inc
2.06% Zai Lab Ltd ADR Repr 1 Shs
1.92% DexCom Inc
1.83% Alexandria Real Estate Equities Inc
1.69% PTC Therapeutics Inc
1.65% Insulet Corp
1.53% Illumina Inc
1.49% Sanofi SA ADR
1.46% IQVIA Holdings Inc
1.45% Neurocrine Biosciences Inc
1.44% Mettler-Toledo International Inc

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