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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 invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified.

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 583 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified.

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 583 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified.

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 583 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 Fund invests in small-sized U.S. companies with significant growth potential. Diversified.

Ron Baron Portfolio Manager since 1982

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 533 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 Fund invests in small-sized U.S. companies with significant growth potential. Diversified.

Ron Baron Portfolio Manager since 1982

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 533 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 Fund invests in small-sized U.S. companies with significant growth potential. Diversified.

Ron Baron Portfolio Manager since 1982

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 533 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified.

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 583 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified.

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 583 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified.

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 583 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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

This is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified.

Ron Baron Portfolio Manager since 1982

David Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 533 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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

This is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified.

Ron Baron Portfolio Manager since 1982

David Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 533 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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

This is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified.

Ron Baron Portfolio Manager since 1982

David Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 533 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified.

Andrew Peck Portfolio Manager since 2003

Morningstar Rating

Overall (out of 533 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified.

Andrew Peck Portfolio Manager since 2003

Morningstar Rating

Overall (out of 533 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified.

Andrew Peck Portfolio Manager since 2003

Morningstar Rating

Overall (out of 533 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 1140 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 1140 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 1140 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.

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 invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.

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 invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.

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 invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified.

Michael Lippert Portfolio Manager since 2006

Morningstar Rating

Overall (out of 1140 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified.

Michael Lippert Portfolio Manager since 2006

Morningstar Rating

Overall (out of 1140 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified.

Michael Lippert Portfolio Manager since 2006

Morningstar Rating

Overall (out of 1140 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Morningstar Rating

Overall (out of 1140 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Large Growth

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 invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Morningstar Rating

Overall (out of 1140 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Large Growth

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 invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Morningstar Rating

Overall (out of 1140 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Large Growth

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 invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 723 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 723 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 723 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Diversified Emerging Mkts

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 invests mainly in growth companies of all sizes located throughout the world. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 306 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Global Large-Stock Growth

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 invests mainly in growth companies of all sizes located throughout the world. Diversified.

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 invests mainly in growth companies of all sizes located throughout the world. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 306 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Global Large-Stock Growth

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

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 390 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 390 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Foreign Large Growth

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

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 390 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified.

Michael Kass Portfolio Manager since 2007

Anuj Aggarwal Portfolio Manager since 2012

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 invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified.

Michael Kass Portfolio Manager since 2007

Anuj Aggarwal Portfolio Manager since 2012

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 invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified.

Michael Kass Portfolio Manager since 2007

Anuj Aggarwal Portfolio Manager since 2012

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

Description

The Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified.

Josh Saltman Portfolio Manager since 2011

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

Description

The Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified.

Josh Saltman Portfolio Manager since 2011

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

Description

The Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified.

Josh Saltman Portfolio Manager since 2011

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 invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified.

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified.

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified.

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified.

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 234 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified.

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 234 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified.

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 234 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified.

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 234 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified.

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 234 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified.

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 234 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. 

Michael Lippert Portfolio Manager since 2006

Ashim Mehra Portfolio Manager since 2011

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

Description

The Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. 

Michael Lippert Portfolio Manager since 2006

Ashim Mehra Portfolio Manager since 2011

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

Description

The Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. 

Michael Lippert Portfolio Manager since 2006

Ashim Mehra Portfolio Manager since 2011

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 invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors.

Michael Baron Portfolio Manager since 2004

Ron Baron Portfolio Manager since 1982

Morningstar Rating

Overall (out of 176 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Allocation--85%+ Equity

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 invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors.

Michael Baron Portfolio Manager since 2004

Ron Baron Portfolio Manager since 1982

Morningstar Rating

Overall (out of 176 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Allocation--85%+ Equity

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 invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors.

Michael Baron Portfolio Manager since 2004

Ron Baron Portfolio Manager since 1982

Morningstar Rating

Overall (out of 176 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Allocation--85%+ Equity

Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector EA=Equity Allocation

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

Description

The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified.

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 583 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified.

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 583 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified.

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 583 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 Fund invests in small-sized U.S. companies with significant growth potential. Diversified.

Ron Baron Portfolio Manager since 1982

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 533 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 Fund invests in small-sized U.S. companies with significant growth potential. Diversified.

Ron Baron Portfolio Manager since 1982

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 533 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 Fund invests in small-sized U.S. companies with significant growth potential. Diversified.

Ron Baron Portfolio Manager since 1982

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 533 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified.

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 583 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified.

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 583 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified.

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 583 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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

This is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified.

Ron Baron Portfolio Manager since 1982

David Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 533 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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

This is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified.

Ron Baron Portfolio Manager since 1982

David Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 533 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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

This is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified.

Ron Baron Portfolio Manager since 1982

David Baron Portfolio Manager since 2005

Morningstar Rating

Overall (out of 533 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified.

Andrew Peck Portfolio Manager since 2003

Morningstar Rating

Overall (out of 533 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified.

Andrew Peck Portfolio Manager since 2003

Morningstar Rating

Overall (out of 533 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified.

Andrew Peck Portfolio Manager since 2003

Morningstar Rating

Overall (out of 533 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 1140 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 1140 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 1140 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.

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 invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.

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 invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.

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 invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified.

Michael Lippert Portfolio Manager since 2006

Morningstar Rating

Overall (out of 1140 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified.

Michael Lippert Portfolio Manager since 2006

Morningstar Rating

Overall (out of 1140 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified.

Michael Lippert Portfolio Manager since 2006

Morningstar Rating

Overall (out of 1140 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Morningstar Rating

Overall (out of 1140 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Large Growth

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 invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Morningstar Rating

Overall (out of 1140 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Large Growth

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 invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified.

Ron Baron Portfolio Manager since 1982

Michael Baron Portfolio Manager since 2004

Morningstar Rating

Overall (out of 1140 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Large Growth

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 invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 723 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 723 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 723 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Diversified Emerging Mkts

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 invests mainly in growth companies of all sizes located throughout the world. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 306 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Global Large-Stock Growth

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 invests mainly in growth companies of all sizes located throughout the world. Diversified.

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 invests mainly in growth companies of all sizes located throughout the world. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 306 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Global Large-Stock Growth

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

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 390 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 390 Funds)

3 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Foreign Large Growth

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

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 390 Funds)

4 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified.

Michael Kass Portfolio Manager since 2007

Anuj Aggarwal Portfolio Manager since 2012

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 invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified.

Michael Kass Portfolio Manager since 2007

Anuj Aggarwal Portfolio Manager since 2012

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 invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified.

Michael Kass Portfolio Manager since 2007

Anuj Aggarwal Portfolio Manager since 2012

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

Description

The Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified.

Josh Saltman Portfolio Manager since 2011

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

Description

The Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified.

Josh Saltman Portfolio Manager since 2011

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

Description

The Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified.

Josh Saltman Portfolio Manager since 2011

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 invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified.

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified.

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified.

Neal Kaufman Portfolio Manager since 2018

Morningstar Rating

Overall (out of 151 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified.

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 234 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified.

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 234 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified.

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 234 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified.

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 234 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified.

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 234 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified.

Jeffrey Kolitch Portfolio Manager since 2009

Morningstar Rating

Overall (out of 234 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
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 invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. 

Michael Lippert Portfolio Manager since 2006

Ashim Mehra Portfolio Manager since 2011

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

Description

The Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. 

Michael Lippert Portfolio Manager since 2006

Ashim Mehra Portfolio Manager since 2011

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

Description

The Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. 

Michael Lippert Portfolio Manager since 2006

Ashim Mehra Portfolio Manager since 2011

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 invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors.

Michael Baron Portfolio Manager since 2004

Ron Baron Portfolio Manager since 1982

Morningstar Rating

Overall (out of 176 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Allocation--85%+ Equity

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 invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors.

Michael Baron Portfolio Manager since 2004

Ron Baron Portfolio Manager since 1982

Morningstar Rating

Overall (out of 176 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Allocation--85%+ Equity

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 invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors.

Michael Baron Portfolio Manager since 2004

Ron Baron Portfolio Manager since 1982

Morningstar Rating

Overall (out of 176 Funds)

5 stars

Ratings based on risk-adjusted returns as of 08/31/2022
Category:US Fund Allocation--85%+ Equity

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