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57 Products Found

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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron Discovery Fund (BDFUX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman bio image

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 552 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Small Growth

Baron Discovery Fund (BDFFX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman bio image

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 552 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Small Growth

Baron Discovery Fund (BDFIX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman bio image

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 552 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Small Growth

Baron Growth Fund (BGRFX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

Neal Rosenberg bio photo

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 520 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Growth Fund (BGRUX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

Neal Rosenberg bio photo

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 520 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Growth Fund (BGRIX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

Neal Rosenberg bio photo

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 520 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Small Cap Fund (BSFIX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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

Morningstar Rating

Overall (out of 552 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Small Growth

Baron Small Cap Fund (BSCFX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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

Morningstar Rating

Overall (out of 552 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Small Growth

Baron Small Cap Fund (BSCUX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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

Morningstar Rating

Overall (out of 552 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Small Growth

Baron Focused Growth Fund (BFGIX) S-M N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

David Baron bio image

David Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 520 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Focused Growth Fund (BFGFX) S-M N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

David Baron bio image

David Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 520 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Focused Growth Fund (BFGUX) S-M N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

David Baron bio image

David Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 520 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Asset Fund (BARIX) M N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Andrew Peck Portfolio Manager since 2003

Morningstar Rating

Overall (out of 520 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Asset Fund (BARUX) M N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Andrew Peck Portfolio Manager since 2003

Morningstar Rating

Overall (out of 520 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Asset Fund (BARAX) M N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Andrew Peck Portfolio Manager since 2003

Morningstar Rating

Overall (out of 520 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Durable Advantage Fund (BDAIX) L N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 1111 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Large Growth

Baron Durable Advantage Fund (BDAUX) L N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 1111 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Large Growth

Baron Durable Advantage Fund (BDAFX) L N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 1111 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Large Growth

Baron Fifth Avenue Growth Fund (BFTUX) L N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund mainly holds large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.

Alex Umansky bio image

Alex Umansky Portfolio Manager since 2011

Baron Fifth Avenue Growth Fund (BFTIX) L N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund mainly holds large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.

Alex Umansky bio image

Alex Umansky Portfolio Manager since 2011

Baron Fifth Avenue Growth Fund (BFTHX) L N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund mainly holds large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.

Alex Umansky bio image

Alex Umansky Portfolio Manager since 2011

Baron Opportunity Fund (BIOUX) A N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Lippert Portfolio Manager since 2006

Morningstar Rating

Overall (out of 1111 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Large Growth

Baron Opportunity Fund (BIOPX) A N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Lippert Portfolio Manager since 2006

Morningstar Rating

Overall (out of 1111 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Large Growth

Baron Opportunity Fund (BIOIX) A N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Lippert Portfolio Manager since 2006

Morningstar Rating

Overall (out of 1111 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Large Growth

Baron Partners Fund (BPTIX) A N/A N/A N/A N/A N/A N/A N/A N/A

Description

This 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 bio photo

Ron Baron Portfolio Manager since 1982

Michael Baron bio image

Michael Baron Portfolio Manager since 2004

Baron Partners Fund (BPTUX) A N/A N/A N/A N/A N/A N/A N/A N/A

Description

This 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 bio photo

Ron Baron Portfolio Manager since 1982

Michael Baron bio image

Michael Baron Portfolio Manager since 2004

Baron Partners Fund (BPTRX) A N/A N/A N/A N/A N/A N/A N/A N/A

Description

This 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 bio photo

Ron Baron Portfolio Manager since 1982

Michael Baron bio image

Michael Baron Portfolio Manager since 2004

Baron Emerging Markets Fund (BEXFX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 721 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Diversified Emerging Mkts

Baron Emerging Markets Fund (BEXIX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 721 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Diversified Emerging Mkts

Baron Emerging Markets Fund (BEXUX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Kass Portfolio Manager since 2007

Baron Global Advantage Fund (BGAFX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund holds growth companies of all sizes located throughout the world. Diversified.

Alex Umansky bio image

Alex Umansky Portfolio Manager since 2011

Baron Global Advantage Fund (BGLUX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund holds growth companies of all sizes located throughout the world. Diversified.

Alex Umansky bio image

Alex Umansky Portfolio Manager since 2011

Baron Global Advantage Fund (BGAIX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund holds growth companies of all sizes located throughout the world. Diversified.

Alex Umansky bio image

Alex Umansky Portfolio Manager since 2011

Baron International Growth Fund (BINIX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally in developed countries. Diversified.

Michael Kass bio image

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 383 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Foreign Large Growth

Baron International Growth Fund (BIGUX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally in developed countries. Diversified.

Michael Kass bio image

Michael Kass Portfolio Manager since 2007

Baron International Growth Fund (BIGFX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally in developed countries. Diversified.

Michael Kass bio image

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 383 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Foreign Large Growth

Baron New Asia Fund (BNAFX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Kass Portfolio Manager since 2007

Anuj Aggarwal bio photo

Anuj Aggarwal Portfolio Manager since 2012

Baron New Asia Fund (BNAIX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Kass Portfolio Manager since 2007

Anuj Aggarwal bio photo

Anuj Aggarwal Portfolio Manager since 2012

Baron New Asia Fund (BNAUX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Kass Portfolio Manager since 2007

Anuj Aggarwal bio photo

Anuj Aggarwal Portfolio Manager since 2012

Baron FinTech Fund (BFINX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Josh Saltman Portfolio Manager since 2011

Morningstar Rating

Overall (out of 232 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Technology

Baron FinTech Fund (BFIIX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Josh Saltman Portfolio Manager since 2011

Morningstar Rating

Overall (out of 232 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Technology

Baron FinTech Fund (BFIUX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Josh Saltman Portfolio Manager since 2011

Morningstar Rating

Overall (out of 232 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Technology

Baron Health Care Fund (BHCUX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 159 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Health

Baron Health Care Fund (BHCFX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 159 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Health

Baron Health Care Fund (BHCHX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 159 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Health

Baron Real Estate Fund (BREFX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 236 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Real Estate

Baron Real Estate Fund (BREIX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 236 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Real Estate

Baron Real Estate Fund (BREUX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 236 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Real Estate

Baron Real Estate Income Fund (BRIIX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund primarily holds income-producing real estate businesses of any size. It has significant exposure to REITs. Non-diversified.

Jeffrey Kolitch bio image

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 236 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Real Estate

Baron Real Estate Income Fund (BRIUX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund primarily holds income-producing real estate businesses of any size. It has significant exposure to REITs. Non-diversified.

Jeffrey Kolitch bio image

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 236 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Real Estate

Baron Real Estate Income Fund (BRIFX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund primarily holds income-producing real estate businesses of any size. It has significant exposure to REITs. Non-diversified.

Jeffrey Kolitch bio image

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 236 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Real Estate

Baron Technology Fund (BTEUX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Lippert Portfolio Manager since 2006

Ashim Mehra bio image

Ashim Mehra Portfolio Manager since 2011

Baron Technology Fund (BTECX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Lippert Portfolio Manager since 2006

Ashim Mehra bio image

Ashim Mehra Portfolio Manager since 2011

Baron Technology Fund (BTEEX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Lippert Portfolio Manager since 2006

Ashim Mehra bio image

Ashim Mehra Portfolio Manager since 2011

Baron WealthBuilder Fund (BWBFX) EA N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

Michael Baron bio image

Michael Baron Portfolio Manager since 2004

Morningstar Rating

Overall (out of 177 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Aggressive Allocation

Baron WealthBuilder Fund (BWBIX) EA N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

Michael Baron bio image

Michael Baron Portfolio Manager since 2004

Morningstar Rating

Overall (out of 177 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Aggressive Allocation

Baron WealthBuilder Fund (BWBTX) EA N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

Michael Baron bio image

Michael Baron Portfolio Manager since 2004

Morningstar Rating

Overall (out of 177 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Aggressive Allocation

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

scroll to view all
Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron Discovery Fund (BDFUX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman bio image

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 552 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Small Growth

Baron Discovery Fund (BDFFX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman bio image

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 552 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Small Growth

Baron Discovery Fund (BDFIX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman bio image

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 552 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Small Growth

Baron Growth Fund (BGRFX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

Neal Rosenberg bio photo

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 520 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Growth Fund (BGRUX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

Neal Rosenberg bio photo

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 520 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Growth Fund (BGRIX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

Neal Rosenberg bio photo

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 520 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Small Cap Fund (BSFIX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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

Morningstar Rating

Overall (out of 552 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Small Growth

Baron Small Cap Fund (BSCFX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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

Morningstar Rating

Overall (out of 552 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Small Growth

Baron Small Cap Fund (BSCUX) S N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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

Morningstar Rating

Overall (out of 552 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Small Growth

Baron Focused Growth Fund (BFGIX) S-M N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

David Baron bio image

David Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 520 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Focused Growth Fund (BFGFX) S-M N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

David Baron bio image

David Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 520 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Focused Growth Fund (BFGUX) S-M N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

David Baron bio image

David Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 520 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Asset Fund (BARIX) M N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Andrew Peck Portfolio Manager since 2003

Morningstar Rating

Overall (out of 520 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Asset Fund (BARUX) M N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Andrew Peck Portfolio Manager since 2003

Morningstar Rating

Overall (out of 520 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Asset Fund (BARAX) M N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Andrew Peck Portfolio Manager since 2003

Morningstar Rating

Overall (out of 520 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Mid-Cap Growth

Baron Durable Advantage Fund (BDAIX) L N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 1111 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Large Growth

Baron Durable Advantage Fund (BDAUX) L N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 1111 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Large Growth

Baron Durable Advantage Fund (BDAFX) L N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 1111 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Large Growth

Baron Fifth Avenue Growth Fund (BFTUX) L N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund mainly holds large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.

Alex Umansky bio image

Alex Umansky Portfolio Manager since 2011

Baron Fifth Avenue Growth Fund (BFTIX) L N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund mainly holds large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.

Alex Umansky bio image

Alex Umansky Portfolio Manager since 2011

Baron Fifth Avenue Growth Fund (BFTHX) L N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund mainly holds large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.

Alex Umansky bio image

Alex Umansky Portfolio Manager since 2011

Baron Opportunity Fund (BIOUX) A N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Lippert Portfolio Manager since 2006

Morningstar Rating

Overall (out of 1111 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Large Growth

Baron Opportunity Fund (BIOPX) A N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Lippert Portfolio Manager since 2006

Morningstar Rating

Overall (out of 1111 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Large Growth

Baron Opportunity Fund (BIOIX) A N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Lippert Portfolio Manager since 2006

Morningstar Rating

Overall (out of 1111 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Large Growth

Baron Partners Fund (BPTIX) A N/A N/A N/A N/A N/A N/A N/A N/A

Description

This 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 bio photo

Ron Baron Portfolio Manager since 1982

Michael Baron bio image

Michael Baron Portfolio Manager since 2004

Baron Partners Fund (BPTUX) A N/A N/A N/A N/A N/A N/A N/A N/A

Description

This 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 bio photo

Ron Baron Portfolio Manager since 1982

Michael Baron bio image

Michael Baron Portfolio Manager since 2004

Baron Partners Fund (BPTRX) A N/A N/A N/A N/A N/A N/A N/A N/A

Description

This 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 bio photo

Ron Baron Portfolio Manager since 1982

Michael Baron bio image

Michael Baron Portfolio Manager since 2004

Baron Emerging Markets Fund (BEXFX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 721 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Diversified Emerging Mkts

Baron Emerging Markets Fund (BEXIX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 721 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Diversified Emerging Mkts

Baron Emerging Markets Fund (BEXUX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Kass Portfolio Manager since 2007

Baron Global Advantage Fund (BGAFX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund holds growth companies of all sizes located throughout the world. Diversified.

Alex Umansky bio image

Alex Umansky Portfolio Manager since 2011

Baron Global Advantage Fund (BGLUX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund holds growth companies of all sizes located throughout the world. Diversified.

Alex Umansky bio image

Alex Umansky Portfolio Manager since 2011

Baron Global Advantage Fund (BGAIX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund holds growth companies of all sizes located throughout the world. Diversified.

Alex Umansky bio image

Alex Umansky Portfolio Manager since 2011

Baron International Growth Fund (BINIX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally in developed countries. Diversified.

Michael Kass bio image

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 383 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Foreign Large Growth

Baron International Growth Fund (BIGUX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally in developed countries. Diversified.

Michael Kass bio image

Michael Kass Portfolio Manager since 2007

Baron International Growth Fund (BIGFX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally in developed countries. Diversified.

Michael Kass bio image

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 383 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Foreign Large Growth

Baron New Asia Fund (BNAFX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Kass Portfolio Manager since 2007

Anuj Aggarwal bio photo

Anuj Aggarwal Portfolio Manager since 2012

Baron New Asia Fund (BNAIX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Kass Portfolio Manager since 2007

Anuj Aggarwal bio photo

Anuj Aggarwal Portfolio Manager since 2012

Baron New Asia Fund (BNAUX) IN N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Kass Portfolio Manager since 2007

Anuj Aggarwal bio photo

Anuj Aggarwal Portfolio Manager since 2012

Baron FinTech Fund (BFINX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Josh Saltman Portfolio Manager since 2011

Morningstar Rating

Overall (out of 232 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Technology

Baron FinTech Fund (BFIIX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Josh Saltman Portfolio Manager since 2011

Morningstar Rating

Overall (out of 232 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Technology

Baron FinTech Fund (BFIUX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Josh Saltman Portfolio Manager since 2011

Morningstar Rating

Overall (out of 232 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Technology

Baron Health Care Fund (BHCUX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 159 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Health

Baron Health Care Fund (BHCFX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 159 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Health

Baron Health Care Fund (BHCHX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 159 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Health

Baron Real Estate Fund (BREFX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 236 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Real Estate

Baron Real Estate Fund (BREIX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 236 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Real Estate

Baron Real Estate Fund (BREUX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 236 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Real Estate

Baron Real Estate Income Fund (BRIIX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund primarily holds income-producing real estate businesses of any size. It has significant exposure to REITs. Non-diversified.

Jeffrey Kolitch bio image

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 236 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Real Estate

Baron Real Estate Income Fund (BRIUX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund primarily holds income-producing real estate businesses of any size. It has significant exposure to REITs. Non-diversified.

Jeffrey Kolitch bio image

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 236 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Real Estate

Baron Real Estate Income Fund (BRIFX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The Fund primarily holds income-producing real estate businesses of any size. It has significant exposure to REITs. Non-diversified.

Jeffrey Kolitch bio image

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 236 Funds)

4 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Real Estate

Baron Technology Fund (BTEUX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Lippert Portfolio Manager since 2006

Ashim Mehra bio image

Ashim Mehra Portfolio Manager since 2011

Baron Technology Fund (BTECX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Lippert Portfolio Manager since 2006

Ashim Mehra bio image

Ashim Mehra Portfolio Manager since 2011

Baron Technology Fund (BTEEX) SCT N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio image

Michael Lippert Portfolio Manager since 2006

Ashim Mehra bio image

Ashim Mehra Portfolio Manager since 2011

Baron WealthBuilder Fund (BWBFX) EA N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

Michael Baron bio image

Michael Baron Portfolio Manager since 2004

Morningstar Rating

Overall (out of 177 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Aggressive Allocation

Baron WealthBuilder Fund (BWBIX) EA N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

Michael Baron bio image

Michael Baron Portfolio Manager since 2004

Morningstar Rating

Overall (out of 177 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Aggressive Allocation

Baron WealthBuilder Fund (BWBTX) EA N/A N/A N/A N/A N/A N/A N/A N/A

Description

The 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 bio photo

Ron Baron Portfolio Manager since 1982

Michael Baron bio image

Michael Baron Portfolio Manager since 2004

Morningstar Rating

Overall (out of 177 Funds)

3 stars

Ratings based on risk-adjusted returns as of 03/31/2024
Category:US Fund Aggressive Allocation

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