Search Results
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Baron Discovery Fund (BDFUX)
YTD total returns as of 06/05/239.72%
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Baron Discovery Fund (BDFFX)
YTD total returns as of 06/05/239.59%
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Baron Discovery Fund (BDFIX)
YTD total returns as of 06/05/239.72%
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Baron Growth Fund (BGRFX)
YTD total returns as of 06/05/238.05%
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Baron Growth Fund (BGRUX)
YTD total returns as of 06/05/238.16%
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Baron Growth Fund (BGRIX)
YTD total returns as of 06/05/238.16%
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Baron Small Cap Fund (BSFIX)
YTD total returns as of 06/05/237.63%
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Baron Small Cap Fund (BSCFX)
YTD total returns as of 06/05/237.47%
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Baron Small Cap Fund (BSCUX)
YTD total returns as of 06/05/237.59%
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Baron Focused Growth Fund (BFGIX)
YTD total returns as of 06/05/2316.77%
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Baron Focused Growth Fund (BFGFX)
YTD total returns as of 06/05/2316.60%
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Baron Focused Growth Fund (BFGUX)
YTD total returns as of 06/05/2316.72%
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Baron Asset Fund (BARIX)
YTD total returns as of 06/05/235.56%
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Baron Asset Fund (BARUX)
YTD total returns as of 06/05/235.55%
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Baron Asset Fund (BARAX)
YTD total returns as of 06/05/235.44%
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Baron Durable Advantage Fund (BDAIX)
YTD total returns as of 06/05/2323.52%
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Baron Durable Advantage Fund (BDAUX)
YTD total returns as of 06/05/2323.52%
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Baron Durable Advantage Fund (BDAFX)
YTD total returns as of 06/05/2323.40%
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Baron Fifth Avenue Growth Fund (BFTUX)
YTD total returns as of 06/05/2334.47%
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Baron Fifth Avenue Growth Fund (BFTIX)
YTD total returns as of 06/05/2334.46%
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Baron Fifth Avenue Growth Fund (BFTHX)
YTD total returns as of 06/05/2334.30%
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Baron Opportunity Fund (BIOUX)
YTD total returns as of 06/05/2332.14%
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Baron Opportunity Fund (BIOPX)
YTD total returns as of 06/05/2332.00%
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Baron Opportunity Fund (BIOIX)
YTD total returns as of 06/05/2332.18%
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Baron Partners Fund (BPTIX)
YTD total returns as of 06/05/2328.05%
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Baron Partners Fund (BPTUX)
YTD total returns as of 06/05/2328.05%
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Baron Partners Fund (BPTRX)
YTD total returns as of 06/05/2327.90%
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Baron Emerging Markets Fund (BEXFX)
YTD total returns as of 06/05/234.09%
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Baron Emerging Markets Fund (BEXIX)
YTD total returns as of 06/05/234.22%
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Baron Emerging Markets Fund (BEXUX)
YTD total returns as of 06/05/234.21%
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Baron Global Advantage Fund (BGAFX)
YTD total returns as of 06/05/2315.75%
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Baron Global Advantage Fund (BGLUX)
YTD total returns as of 06/05/2315.86%
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Baron Global Advantage Fund (BGAIX)
YTD total returns as of 06/05/2315.87%
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Baron International Growth Fund (BINIX)
YTD total returns as of 06/05/234.16%
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Baron International Growth Fund (BIGUX)
YTD total returns as of 06/05/234.12%
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Baron International Growth Fund (BIGFX)
YTD total returns as of 06/05/234.03%
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Baron New Asia Fund (BNAFX)
YTD total returns as of 06/05/232.84%
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Baron New Asia Fund (BNAIX)
YTD total returns as of 06/05/232.83%
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Baron New Asia Fund (BNAUX)
YTD total returns as of 06/05/232.96%
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Baron FinTech Fund (BFINX)
YTD total returns as of 06/05/235.86%
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Baron FinTech Fund (BFIIX)
YTD total returns as of 06/05/236.00%
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Baron FinTech Fund (BFIUX)
YTD total returns as of 06/05/236.00%
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Baron Health Care Fund (BHCUX)
YTD total returns as of 06/05/233.63%
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Baron Health Care Fund (BHCFX)
YTD total returns as of 06/05/233.56%
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Baron Health Care Fund (BHCHX)
YTD total returns as of 06/05/233.69%
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Baron Real Estate Fund (BREFX)
YTD total returns as of 06/05/238.04%
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Baron Real Estate Fund (BREIX)
YTD total returns as of 06/05/238.14%
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Baron Real Estate Fund (BREUX)
YTD total returns as of 06/05/238.14%
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Baron Real Estate Income Fund (BRIIX)
YTD total returns as of 06/05/234.96%
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Baron Real Estate Income Fund (BRIUX)
YTD total returns as of 06/05/234.97%
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Baron Real Estate Income Fund (BRIFX)
YTD total returns as of 06/05/234.78%
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Baron Technology Fund (BTEUX)
YTD total returns as of 06/05/2336.98%
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Baron Technology Fund (BTECX)
YTD total returns as of 06/05/2337.34%
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Baron Technology Fund (BTEEX)
YTD total returns as of 06/05/2336.87%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 06/05/2312.61%
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 06/05/2312.74%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 06/05/2312.74%
Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
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Gross | Net | ||||||||||
Baron Discovery Fund (BDFUX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified. ![]() Laird Bieger Portfolio Manager since 2013 ![]() Randolph Gwirtzman Portfolio Manager since 2013 |
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Baron Discovery Fund (BDFFX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified. ![]() Laird Bieger Portfolio Manager since 2013 ![]() Randolph Gwirtzman Portfolio Manager since 2013 |
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Baron Discovery Fund (BDFIX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified. ![]() Laird Bieger Portfolio Manager since 2013 ![]() Randolph Gwirtzman Portfolio Manager since 2013 |
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Baron Growth Fund (BGRFX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in small-sized U.S. companies with significant growth potential. Diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() Neal Rosenberg Portfolio Manager since 2006 |
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Baron Growth Fund (BGRUX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in small-sized U.S. companies with significant growth potential. Diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() Neal Rosenberg Portfolio Manager since 2006 |
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Baron Growth Fund (BGRIX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in small-sized U.S. companies with significant growth potential. Diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() Neal Rosenberg Portfolio Manager since 2006 |
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Baron Small Cap Fund (BSFIX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests for the long term, predominantly in high-quality small-sized U.S. companies that are market leaders with significant growth potential. Diversified. ![]() Cliff Greenberg Portfolio Manager since 1997 |
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Baron Small Cap Fund (BSCFX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests for the long term, predominantly in high-quality small-sized U.S. companies that are market leaders with significant growth potential. Diversified. ![]() Cliff Greenberg Portfolio Manager since 1997 |
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Baron Small Cap Fund (BSCUX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests for the long term, predominantly in high-quality small-sized U.S. companies that are market leaders with significant growth potential. Diversified. ![]() Cliff Greenberg Portfolio Manager since 1997 |
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Baron Focused Growth Fund (BFGIX) | S-M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThis is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() David Baron Portfolio Manager since 2005 |
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Baron Focused Growth Fund (BFGFX) | S-M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThis is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() David Baron Portfolio Manager since 2005 |
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Baron Focused Growth Fund (BFGUX) | S-M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThis is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() David Baron Portfolio Manager since 2005 |
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Baron Asset Fund (BARIX) | M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified. ![]() Andrew Peck Portfolio Manager since 2003 |
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Baron Asset Fund (BARUX) | M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified. ![]() Andrew Peck Portfolio Manager since 2003 |
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Baron Asset Fund (BARAX) | M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified. ![]() Andrew Peck Portfolio Manager since 2003 |
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Baron Durable Advantage Fund (BDAIX) | L | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Durable Advantage Fund (BDAUX) | L | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Durable Advantage Fund (BDAFX) | L | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Fifth Avenue Growth Fund (BFTUX) | L | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Fifth Avenue Growth Fund (BFTIX) | L | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Fifth Avenue Growth Fund (BFTHX) | L | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Opportunity Fund (BIOUX) | A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified. ![]() Michael Lippert Portfolio Manager since 2006 |
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Baron Opportunity Fund (BIOPX) | A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified. ![]() Michael Lippert Portfolio Manager since 2006 |
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Baron Opportunity Fund (BIOIX) | A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified. ![]() Michael Lippert Portfolio Manager since 2006 |
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Baron Partners Fund (BPTIX) | A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThis is a focused Fund that invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron Partners Fund (BPTUX) | A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThis is a focused Fund that invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron Partners Fund (BPTRX) | A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThis is a focused Fund that invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron Emerging Markets Fund (BEXFX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified. ![]() Michael Kass Portfolio Manager since 2007 |
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Baron Emerging Markets Fund (BEXIX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified. ![]() Michael Kass Portfolio Manager since 2007 |
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Baron Emerging Markets Fund (BEXUX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified. ![]() Michael Kass Portfolio Manager since 2007 |
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Baron Global Advantage Fund (BGAFX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Global Advantage Fund (BGLUX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Global Advantage Fund (BGAIX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron International Growth Fund (BINIX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified. ![]() Michael Kass Portfolio Manager since 2007 |
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Baron International Growth Fund (BIGUX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified. ![]() Michael Kass Portfolio Manager since 2007 |
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Baron International Growth Fund (BIGFX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified. ![]() Michael Kass Portfolio Manager since 2007 |
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Baron New Asia Fund (BNAFX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified. ![]() Michael Kass Portfolio Manager since 2007 ![]() Anuj Aggarwal Portfolio Manager since 2012 |
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Baron New Asia Fund (BNAIX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified. ![]() Michael Kass Portfolio Manager since 2007 ![]() Anuj Aggarwal Portfolio Manager since 2012 |
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Baron New Asia Fund (BNAUX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified. ![]() Michael Kass Portfolio Manager since 2007 ![]() Anuj Aggarwal Portfolio Manager since 2012 |
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Baron FinTech Fund (BFINX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. ![]() Josh Saltman Portfolio Manager since 2011 |
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Baron FinTech Fund (BFIIX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. ![]() Josh Saltman Portfolio Manager since 2011 |
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Baron FinTech Fund (BFIUX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. ![]() Josh Saltman Portfolio Manager since 2011 |
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Baron Health Care Fund (BHCUX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. ![]() Neal Kaufman Portfolio Manager since 2018 |
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Baron Health Care Fund (BHCFX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. ![]() Neal Kaufman Portfolio Manager since 2018 |
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Baron Health Care Fund (BHCHX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. ![]() Neal Kaufman Portfolio Manager since 2018 |
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Baron Real Estate Fund (BREFX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified. ![]() Jeffrey Kolitch Portfolio Manager since 2009 |
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Baron Real Estate Fund (BREIX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified. ![]() Jeffrey Kolitch Portfolio Manager since 2009 |
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Baron Real Estate Fund (BREUX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified. ![]() Jeffrey Kolitch Portfolio Manager since 2009 |
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Baron Real Estate Income Fund (BRIIX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified. ![]() Jeffrey Kolitch Portfolio Manager since 2009 |
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Baron Real Estate Income Fund (BRIUX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified. ![]() Jeffrey Kolitch Portfolio Manager since 2009 |
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Baron Real Estate Income Fund (BRIFX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified. ![]() Jeffrey Kolitch Portfolio Manager since 2009 |
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Baron Technology Fund (BTEUX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. ![]() Michael Lippert Portfolio Manager since 2006 ![]() Ashim Mehra Portfolio Manager since 2011 |
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Baron Technology Fund (BTECX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. ![]() Michael Lippert Portfolio Manager since 2006 ![]() Ashim Mehra Portfolio Manager since 2011 |
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Baron Technology Fund (BTEEX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. ![]() Michael Lippert Portfolio Manager since 2006 ![]() Ashim Mehra Portfolio Manager since 2011 |
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Baron WealthBuilder Fund (BWBFX) | EA | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron WealthBuilder Fund (BWBIX) | EA | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron WealthBuilder Fund (BWBTX) | EA | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector EA=Equity Allocation
Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
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Gross | Net | ||||||||||
Baron Discovery Fund (BDFUX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified. ![]() Laird Bieger Portfolio Manager since 2013 ![]() Randolph Gwirtzman Portfolio Manager since 2013 |
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Baron Discovery Fund (BDFFX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified. ![]() Laird Bieger Portfolio Manager since 2013 ![]() Randolph Gwirtzman Portfolio Manager since 2013 |
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Baron Discovery Fund (BDFIX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified. ![]() Laird Bieger Portfolio Manager since 2013 ![]() Randolph Gwirtzman Portfolio Manager since 2013 |
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Baron Growth Fund (BGRFX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in small-sized U.S. companies with significant growth potential. Diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() Neal Rosenberg Portfolio Manager since 2006 |
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Baron Growth Fund (BGRUX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in small-sized U.S. companies with significant growth potential. Diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() Neal Rosenberg Portfolio Manager since 2006 |
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Baron Growth Fund (BGRIX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in small-sized U.S. companies with significant growth potential. Diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() Neal Rosenberg Portfolio Manager since 2006 |
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Baron Small Cap Fund (BSFIX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests for the long term, predominantly in high-quality small-sized U.S. companies that are market leaders with significant growth potential. Diversified. ![]() Cliff Greenberg Portfolio Manager since 1997 |
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Baron Small Cap Fund (BSCFX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests for the long term, predominantly in high-quality small-sized U.S. companies that are market leaders with significant growth potential. Diversified. ![]() Cliff Greenberg Portfolio Manager since 1997 |
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Baron Small Cap Fund (BSCUX) | S | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests for the long term, predominantly in high-quality small-sized U.S. companies that are market leaders with significant growth potential. Diversified. ![]() Cliff Greenberg Portfolio Manager since 1997 |
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Baron Focused Growth Fund (BFGIX) | S-M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThis is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() David Baron Portfolio Manager since 2005 |
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Baron Focused Growth Fund (BFGFX) | S-M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThis is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() David Baron Portfolio Manager since 2005 |
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Baron Focused Growth Fund (BFGUX) | S-M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThis is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() David Baron Portfolio Manager since 2005 |
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Baron Asset Fund (BARIX) | M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified. ![]() Andrew Peck Portfolio Manager since 2003 |
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Baron Asset Fund (BARUX) | M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified. ![]() Andrew Peck Portfolio Manager since 2003 |
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Baron Asset Fund (BARAX) | M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified. ![]() Andrew Peck Portfolio Manager since 2003 |
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Baron Durable Advantage Fund (BDAIX) | L | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Durable Advantage Fund (BDAUX) | L | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Durable Advantage Fund (BDAFX) | L | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Fifth Avenue Growth Fund (BFTUX) | L | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Fifth Avenue Growth Fund (BFTIX) | L | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Fifth Avenue Growth Fund (BFTHX) | L | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Opportunity Fund (BIOUX) | A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified. ![]() Michael Lippert Portfolio Manager since 2006 |
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Baron Opportunity Fund (BIOPX) | A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified. ![]() Michael Lippert Portfolio Manager since 2006 |
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Baron Opportunity Fund (BIOIX) | A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified. ![]() Michael Lippert Portfolio Manager since 2006 |
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Baron Partners Fund (BPTIX) | A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThis is a focused Fund that invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron Partners Fund (BPTUX) | A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThis is a focused Fund that invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron Partners Fund (BPTRX) | A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThis is a focused Fund that invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron Emerging Markets Fund (BEXFX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified. ![]() Michael Kass Portfolio Manager since 2007 |
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Baron Emerging Markets Fund (BEXIX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified. ![]() Michael Kass Portfolio Manager since 2007 |
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Baron Emerging Markets Fund (BEXUX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified. ![]() Michael Kass Portfolio Manager since 2007 |
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Baron Global Advantage Fund (BGAFX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Global Advantage Fund (BGLUX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron Global Advantage Fund (BGAIX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. ![]() Alex Umansky Portfolio Manager since 2011 |
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Baron International Growth Fund (BINIX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified. ![]() Michael Kass Portfolio Manager since 2007 |
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Baron International Growth Fund (BIGUX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified. ![]() Michael Kass Portfolio Manager since 2007 |
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Baron International Growth Fund (BIGFX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified. ![]() Michael Kass Portfolio Manager since 2007 |
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Baron New Asia Fund (BNAFX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified. ![]() Michael Kass Portfolio Manager since 2007 ![]() Anuj Aggarwal Portfolio Manager since 2012 |
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Baron New Asia Fund (BNAIX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified. ![]() Michael Kass Portfolio Manager since 2007 ![]() Anuj Aggarwal Portfolio Manager since 2012 |
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Baron New Asia Fund (BNAUX) | IN | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified. ![]() Michael Kass Portfolio Manager since 2007 ![]() Anuj Aggarwal Portfolio Manager since 2012 |
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Baron FinTech Fund (BFINX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. ![]() Josh Saltman Portfolio Manager since 2011 |
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Baron FinTech Fund (BFIIX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. ![]() Josh Saltman Portfolio Manager since 2011 |
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Baron FinTech Fund (BFIUX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. ![]() Josh Saltman Portfolio Manager since 2011 |
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Baron Health Care Fund (BHCUX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. ![]() Neal Kaufman Portfolio Manager since 2018 |
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Baron Health Care Fund (BHCFX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. ![]() Neal Kaufman Portfolio Manager since 2018 |
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Baron Health Care Fund (BHCHX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. ![]() Neal Kaufman Portfolio Manager since 2018 |
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Baron Real Estate Fund (BREFX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified. ![]() Jeffrey Kolitch Portfolio Manager since 2009 |
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Baron Real Estate Fund (BREIX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified. ![]() Jeffrey Kolitch Portfolio Manager since 2009 |
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Baron Real Estate Fund (BREUX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified. ![]() Jeffrey Kolitch Portfolio Manager since 2009 |
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Baron Real Estate Income Fund (BRIIX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified. ![]() Jeffrey Kolitch Portfolio Manager since 2009 |
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Baron Real Estate Income Fund (BRIUX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified. ![]() Jeffrey Kolitch Portfolio Manager since 2009 |
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Baron Real Estate Income Fund (BRIFX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified. ![]() Jeffrey Kolitch Portfolio Manager since 2009 |
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Baron Technology Fund (BTEUX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. ![]() Michael Lippert Portfolio Manager since 2006 ![]() Ashim Mehra Portfolio Manager since 2011 |
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Baron Technology Fund (BTECX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. ![]() Michael Lippert Portfolio Manager since 2006 ![]() Ashim Mehra Portfolio Manager since 2011 |
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Baron Technology Fund (BTEEX) | SCT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. ![]() Michael Lippert Portfolio Manager since 2006 ![]() Ashim Mehra Portfolio Manager since 2011 |
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Baron WealthBuilder Fund (BWBFX) | EA | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron WealthBuilder Fund (BWBIX) | EA | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
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Baron WealthBuilder Fund (BWBTX) | EA | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
DescriptionThe Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. ![]() Ron Baron Portfolio Manager since 1982 ![]() Michael Baron Portfolio Manager since 2004 |
Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector EA=Equity Allocation