Baron Asset Fund Quote
| BARIX Fund | USD 119.72 1.14 0.96% |
Performance12 of 100
| Odds Of DistressLess than 17
|
Baron Asset is trading at 119.72 as of the 25th of November 2024; that is 0.96 percent up since the beginning of the trading day. The fund's open price was 118.58. Baron Asset has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Baron Asset Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
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. 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.. More on Baron Asset Fund
Moving together with Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Baron Capital Group, Inc., Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Baron Asset Fund [BARIX] is traded in USA and was established 25th of November 2024. Baron Asset is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 4.65 B in assets under management (AUM) with no minimum investment requirementsBaron Asset Fund is currently producing year-to-date (YTD) return of 11.66%, while the total return for the last 3 years was -1.26%.
Check Baron Asset Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Asset Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Asset Fund Mutual Fund Constituents
| MTD | Mettler Toledo International | Stock | Health Care | |
| Z | Zillow Group Class | Etf | Communication Services | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| VRSN | VeriSign | Stock | Information Technology | |
| VRSK | Verisk Analytics | Stock | Industrials | |
| TRU | TransUnion | Stock | Industrials | |
| TECH | Bio Techne Corp | Stock | Health Care | |
| SCHW | Charles Schwab Corp | Stock | Financials |
Baron Asset Top Holders
| BWBTX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity | |
| BWBIX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity | |
| BWBFX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity |
Baron Asset Fund Risk Profiles
| Mean Deviation | 0.5973 | |||
| Semi Deviation | 0.6843 | |||
| Standard Deviation | 0.8082 | |||
| Variance | 0.6532 |
Baron Asset Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Asset financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Asset security.
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