Search Results
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Baron Discovery Fund (BDFUX)
YTD total returns as of 04/18/24-4.89%
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Baron Discovery Fund (BDFFX)
YTD total returns as of 04/18/24-4.99%
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Baron Discovery Fund (BDFIX)
YTD total returns as of 04/18/24-4.93%
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Baron Growth Fund (BGRFX)
YTD total returns as of 04/18/24-2.92%
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Baron Growth Fund (BGRUX)
YTD total returns as of 04/18/24-2.85%
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Baron Growth Fund (BGRIX)
YTD total returns as of 04/18/24-2.84%
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Baron Small Cap Fund (BSFIX)
YTD total returns as of 04/18/242.94%
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Baron Small Cap Fund (BSCFX)
YTD total returns as of 04/18/242.84%
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Baron Small Cap Fund (BSCUX)
YTD total returns as of 04/18/242.91%
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Baron Focused Growth Fund (BFGIX)
YTD total returns as of 04/18/24-4.36%
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Baron Focused Growth Fund (BFGFX)
YTD total returns as of 04/18/24-4.44%
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Baron Focused Growth Fund (BFGUX)
YTD total returns as of 04/18/24-4.35%
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Baron Asset Fund (BARIX)
YTD total returns as of 04/18/24-1.70%
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Baron Asset Fund (BARUX)
YTD total returns as of 04/18/24-1.70%
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Baron Asset Fund (BARAX)
YTD total returns as of 04/18/24-1.77%
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Baron Durable Advantage Fund (BDAIX)
YTD total returns as of 04/18/246.96%
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Baron Durable Advantage Fund (BDAUX)
YTD total returns as of 04/18/246.96%
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Baron Durable Advantage Fund (BDAFX)
YTD total returns as of 04/18/246.87%
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Baron Fifth Avenue Growth Fund (BFTUX)
YTD total returns as of 04/18/246.39%
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Baron Fifth Avenue Growth Fund (BFTIX)
YTD total returns as of 04/18/246.41%
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Baron Fifth Avenue Growth Fund (BFTHX)
YTD total returns as of 04/18/246.34%
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Baron Opportunity Fund (BIOUX)
YTD total returns as of 04/18/247.92%
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Baron Opportunity Fund (BIOPX)
YTD total returns as of 04/18/247.82%
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Baron Opportunity Fund (BIOIX)
YTD total returns as of 04/18/247.91%
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Baron Partners Fund (BPTIX)
YTD total returns as of 04/18/24-17.32%
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Baron Partners Fund (BPTUX)
YTD total returns as of 04/18/24-17.32%
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Baron Partners Fund (BPTRX)
YTD total returns as of 04/18/24-17.39%
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Baron Emerging Markets Fund (BEXFX)
YTD total returns as of 04/18/24-0.36%
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Baron Emerging Markets Fund (BEXIX)
YTD total returns as of 04/18/24-0.29%
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Baron Emerging Markets Fund (BEXUX)
YTD total returns as of 04/18/24-0.29%
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Baron Global Advantage Fund (BGAFX)
YTD total returns as of 04/18/24-3.29%
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Baron Global Advantage Fund (BGLUX)
YTD total returns as of 04/18/24-3.24%
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Baron Global Advantage Fund (BGAIX)
YTD total returns as of 04/18/24-3.21%
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Baron International Growth Fund (BINIX)
YTD total returns as of 04/18/24-2.62%
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Baron International Growth Fund (BIGUX)
YTD total returns as of 04/18/24-2.62%
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Baron International Growth Fund (BIGFX)
YTD total returns as of 04/18/24-2.67%
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Baron New Asia Fund (BNAFX)
YTD total returns as of 04/18/245.89%
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Baron New Asia Fund (BNAIX)
YTD total returns as of 04/18/245.85%
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Baron New Asia Fund (BNAUX)
YTD total returns as of 04/18/245.98%
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Baron FinTech Fund (BFINX)
YTD total returns as of 04/18/24-0.64%
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Baron FinTech Fund (BFIIX)
YTD total returns as of 04/18/24-0.56%
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Baron FinTech Fund (BFIUX)
YTD total returns as of 04/18/24-0.56%
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Baron Health Care Fund (BHCUX)
YTD total returns as of 04/18/241.26%
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Baron Health Care Fund (BHCFX)
YTD total returns as of 04/18/241.22%
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Baron Health Care Fund (BHCHX)
YTD total returns as of 04/18/241.31%
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Baron Real Estate Fund (BREFX)
YTD total returns as of 04/18/24-2.82%
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Baron Real Estate Fund (BREIX)
YTD total returns as of 04/18/24-2.74%
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Baron Real Estate Fund (BREUX)
YTD total returns as of 04/18/24-2.77%
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Baron Real Estate Income Fund (BRIIX)
YTD total returns as of 04/18/24-6.97%
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Baron Real Estate Income Fund (BRIUX)
YTD total returns as of 04/18/24-6.98%
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Baron Real Estate Income Fund (BRIFX)
YTD total returns as of 04/18/24-7.04%
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Baron Technology Fund (BTEUX)
YTD total returns as of 04/18/248.92%
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Baron Technology Fund (BTECX)
YTD total returns as of 04/18/248.90%
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Baron Technology Fund (BTEEX)
YTD total returns as of 04/18/248.86%
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Baron WealthBuilder Fund (BWBFX)
YTD total returns as of 04/18/24-2.95%
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Baron WealthBuilder Fund (BWBIX)
YTD total returns as of 04/18/24-2.86%
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Baron WealthBuilder Fund (BWBTX)
YTD total returns as of 04/18/24-2.86%
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 primarily holds small-sized U.S. companies. It has a select number of high-growth businesses that tend to be in an early phase of their life cycles. 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 primarily holds small-sized U.S. companies. It has a select number of high-growth businesses that tend to be in an early phase of their life cycles. 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 primarily holds small-sized U.S. companies. It has a select number of high-growth businesses that tend to be in an early phase of their life cycles. 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 portfolio managers purchase small-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. 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 portfolio managers purchase small-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. 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 portfolio managers purchase small-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. 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 portfolio manager purchases high-quality small-sized U.S. companies that are market leaders with significant growth potential and intends to hold them for the long term. 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 portfolio manager purchases high-quality small-sized U.S. companies that are market leaders with significant growth potential and intends to hold them for the long term. 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 portfolio manager purchases high-quality small-sized U.S. companies that are market leaders with significant growth potential and intends to hold them for the long term. 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 | ||
DescriptionThe portfolio managers purchase small- and mid-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. 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 | ||
DescriptionThe portfolio managers purchase small- and mid-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. 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 | ||
DescriptionThe portfolio managers purchase small- and mid-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. 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 mainly holds 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 mainly holds 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 mainly holds 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 mainly holds large-sized U.S. companies with competitive advantages. The portfolio manager 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 mainly holds large-sized U.S. companies with competitive advantages. The portfolio manager 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 mainly holds large-sized U.S. companies with competitive advantages. The portfolio manager 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 mainly holds 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 mainly holds 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 mainly holds 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 primarily holds 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 primarily holds 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 primarily holds 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 mainly holds 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. The portfolio managers also use 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 mainly holds 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. The portfolio managers also use 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 mainly holds 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. The portfolio managers also use 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 primarily holds emerging market companies of all sizes with significant growth potential. The Fund may have up to 20% 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 primarily holds emerging market companies of all sizes with significant growth potential. The Fund may have up to 20% 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 primarily holds emerging market companies of all sizes with significant growth potential. The Fund may have up to 20% 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 holds 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 holds 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 holds 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 mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally 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 mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally 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 mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally 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 primarily holds companies of all sizes with significant growth potential located in Asia. The portfolio managers' approach 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 primarily holds companies of all sizes with significant growth potential located in Asia. The portfolio managers' approach 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 primarily holds companies of all sizes with significant growth potential located in Asia. The portfolio managers' approach 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 holds companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund principally has exposure to U.S. securities but may have 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 holds companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund principally has exposure to U.S. securities but may have 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 holds companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund principally has exposure to U.S. securities but may have 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 holds companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may have exposure to securities 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 holds companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may have exposure to securities 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 holds companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may have exposure to securities 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 holds a broad array of real estate businesses with growth potential. Its exposures span 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 holds a broad array of real estate businesses with growth potential. Its exposures span 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 holds a broad array of real estate businesses with growth potential. Its exposures span 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 primarily holds income-producing real estate businesses of any size. It has 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 primarily holds income-producing real estate businesses of any size. It has 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 primarily holds income-producing real estate businesses of any size. It has 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 holds companies of any market capitalization that the portfolio managers believe have durable growth potential from the development, advancement, and/or use of technology. The Fund has exposure to U.S. securities but may have 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 holds companies of any market capitalization that the portfolio managers believe have durable growth potential from the development, advancement, and/or use of technology. The Fund has exposure to U.S. securities but may have 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 holds companies of any market capitalization that the portfolio managers believe have durable growth potential from the development, advancement, and/or use of technology. The Fund has exposure to U.S. securities but may have 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 exclusively holds other Baron Funds. This structure 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 exclusively holds other Baron Funds. This structure 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 exclusively holds other Baron Funds. This structure 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 primarily holds small-sized U.S. companies. It has a select number of high-growth businesses that tend to be in an early phase of their life cycles. 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 primarily holds small-sized U.S. companies. It has a select number of high-growth businesses that tend to be in an early phase of their life cycles. 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 primarily holds small-sized U.S. companies. It has a select number of high-growth businesses that tend to be in an early phase of their life cycles. 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 portfolio managers purchase small-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. 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 portfolio managers purchase small-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. 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 portfolio managers purchase small-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. 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 portfolio manager purchases high-quality small-sized U.S. companies that are market leaders with significant growth potential and intends to hold them for the long term. 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 portfolio manager purchases high-quality small-sized U.S. companies that are market leaders with significant growth potential and intends to hold them for the long term. 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 portfolio manager purchases high-quality small-sized U.S. companies that are market leaders with significant growth potential and intends to hold them for the long term. 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 | ||
DescriptionThe portfolio managers purchase small- and mid-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. 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 | ||
DescriptionThe portfolio managers purchase small- and mid-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. 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 | ||
DescriptionThe portfolio managers purchase small- and mid-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. 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 mainly holds 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 mainly holds 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 mainly holds 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 mainly holds large-sized U.S. companies with competitive advantages. The portfolio manager 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 mainly holds large-sized U.S. companies with competitive advantages. The portfolio manager 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 mainly holds large-sized U.S. companies with competitive advantages. The portfolio manager 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 mainly holds 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 mainly holds 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 mainly holds 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 primarily holds 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 primarily holds 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 primarily holds 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 mainly holds 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. The portfolio managers also use 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 mainly holds 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. The portfolio managers also use 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 mainly holds 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. The portfolio managers also use 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 primarily holds emerging market companies of all sizes with significant growth potential. The Fund may have up to 20% 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 primarily holds emerging market companies of all sizes with significant growth potential. The Fund may have up to 20% 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 primarily holds emerging market companies of all sizes with significant growth potential. The Fund may have up to 20% 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 holds 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 holds 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 holds 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 mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally 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 mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally 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 mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally 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 primarily holds companies of all sizes with significant growth potential located in Asia. The portfolio managers' approach 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 primarily holds companies of all sizes with significant growth potential located in Asia. The portfolio managers' approach 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 primarily holds companies of all sizes with significant growth potential located in Asia. The portfolio managers' approach 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 holds companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund principally has exposure to U.S. securities but may have 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 holds companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund principally has exposure to U.S. securities but may have 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 holds companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund principally has exposure to U.S. securities but may have 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 holds companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may have exposure to securities 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 holds companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may have exposure to securities 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 holds companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may have exposure to securities 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 holds a broad array of real estate businesses with growth potential. Its exposures span 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 holds a broad array of real estate businesses with growth potential. Its exposures span 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 holds a broad array of real estate businesses with growth potential. Its exposures span 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 primarily holds income-producing real estate businesses of any size. It has 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 primarily holds income-producing real estate businesses of any size. It has 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 primarily holds income-producing real estate businesses of any size. It has 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 holds companies of any market capitalization that the portfolio managers believe have durable growth potential from the development, advancement, and/or use of technology. The Fund has exposure to U.S. securities but may have 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 holds companies of any market capitalization that the portfolio managers believe have durable growth potential from the development, advancement, and/or use of technology. The Fund has exposure to U.S. securities but may have 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 holds companies of any market capitalization that the portfolio managers believe have durable growth potential from the development, advancement, and/or use of technology. The Fund has exposure to U.S. securities but may have 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 exclusively holds other Baron Funds. This structure 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 exclusively holds other Baron Funds. This structure 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 exclusively holds other Baron Funds. This structure 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