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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron Health Care Fund (BHCFX) SCT 7.14% 20.19% 1.69% 13.61% N/A 13.22% 1.21% 1.10%
Russell 3000 Health Care Index 6.29% 15.32% 6.58% 10.42% N/A 11.23%
S&P 500 Index 7.11% 30.45% 11.91% 14.76% N/A 13.84%

Description

The 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 bio image

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 158 Funds)

4 stars

Ratings based on risk-adjusted returns as of 02/29/2024
Category:US Fund Health

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

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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron Health Care Fund (BHCFX) SCT 6.16% 6.16% 0.53% 15.16% N/A 12.26% 1.21% 1.10%
Russell 3000 Health Care Index 2.87% 2.87% 4.63% 10.79% N/A 10.38%
S&P 500 Index 26.29% 26.29% 10.00% 15.69% N/A 12.90%

Description

The 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 bio image

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 158 Funds)

4 stars

Ratings based on risk-adjusted returns as of 02/29/2024
Category:US Fund Health

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