Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
1 to 25 of 57 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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---|---|---|---|---|---|---|---|---|---|---|
Baron Focused Growth Institutional | BFGIX | Mid-Cap Growth | 5.25% | 70 | 1.060% | High | Institutional | $1.0 Mil | ||
Baron Focused Growth R6 | BFGUX | Mid-Cap Growth | 7.29% | 71 | 1.060% | High | Retirement, Large | $5.0 Mil | ||
Baron Focused Growth Retail | BFGFX | Mid-Cap Growth | 5.10% | 72 | 1.320% | High | No Load | $2,000 | ||
Baron Real Estate Institutional | BREIX | Real Estate | 2.80% | 16 | 1.060% | Above Average | Institutional | $1.0 Mil | ||
Baron Durable Advantage Institutional | BDAIX | Large Growth | 19.81% | 65 | 0.700% | Average | Institutional | $1.0 Mil | ||
Baron Durable Advantage R6 | BDAUX | Large Growth | 19.33% | 64 | 0.700% | Above Average | Retirement, Large | $5.0 Mil | ||
Baron Durable Advantage Retail | BDAFX | Large Growth | 19.68% | 65 | 0.950% | Above Average | No Load | $2,000 | ||
Baron Health Care Instl | BHCHX | Health | 8.61% | 54 | 0.850% | Average | Institutional | $1.0 Mil | ||
Baron Health Care R6 | BHCUX | Health | 10.39% | 53 | 0.850% | Average | Retirement, Large | $5.0 Mil | ||
Baron Health Care Retail | BHCFX | Health | 10.28% | 55 | 1.100% | Average | No Load | $2,000 | ||
Baron Real Estate Income Institutional | BRIIX | Real Estate | 4.45% | 37 | 0.800% | Below Average | Institutional | $1.0 Mil | ||
Baron Real Estate Income R6 | BRIUX | Real Estate | 2.93% | 35 | 0.800% | Below Average | Retirement, Large | $5.0 Mil | ||
Baron Real Estate Income Retail | BRIFX | Real Estate | 4.38% | 38 | 1.050% | Average | No Load | $2,000 | ||
Baron Real Estate R6 | BREUX | Real Estate | 5.85% | 16 | 1.060% | High | Retirement, Large | $5.0 Mil | ||
Baron Real Estate Retail | BREFX | Real Estate | 5.70% | 56 | 1.310% | Above Average | No Load | $2,000 | ||
Baron Small Cap Instl | BSFIX | Small Growth | 8.78% | 56 | 1.050% | Above Average | Institutional | $1.0 Mil | ||
Baron Asset Instl | BARIX | Mid-Cap Growth | 5.44% | 81 | 1.050% | High | Institutional | $1.0 Mil | ||
Baron Asset Retail | BARAX | Mid-Cap Growth | 3.78% | 81 | 1.300% | High | No Load | $2,000 | ||
Baron Discovery Institutional | BDFIX | Small Growth | 0.61% | 96 | 1.060% | Above Average | Institutional | $1.0 Mil | ||
Baron Discovery Retail | BDFFX | Small Growth | 3.92% | 96 | 1.330% | High | No Load | $2,000 | ||
Baron Emerging Markets Institutional | BEXIX | Diversified Emerging Mkts | 10.91% | 51 | 1.110% | Above Average | Institutional | $1.0 Mil | ||
Baron Emerging Markets Retail | BEXFX | Diversified Emerging Mkts | 10.70% | 54 | 1.370% | High | No Load | $2,000 | ||
Baron FinTech Institutional | BFIIX | Technology | 7.67% | 75 | 0.950% | Average | Institutional | $1.0 Mil | ||
Baron FinTech R6 | BFIUX | Technology | 8.44% | 75 | 0.950% | Above Average | Retirement, Large | $5.0 Mil | ||
Baron FinTech Retail | BFINX | Technology | 8.31% | 76 | 1.200% | Above Average | No Load | $2,000 |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
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