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Baron Asset Instl Fund (BARIX)

Fund performance review and position details on Baron Asset Instl Fund (BARIX)

    Last Trade: $ on , Change: (0%)

Baron Asset Instl Fund (BARIX) HighlightBaron Asset Instl Fund (BARIX) Fund Summary

Baron Asset Instl Fund (BARIX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Baron Capital Group
Net Asset: $2.52B
Yield: 0%
Year-to-Date Return: 1.54%
Morningstar rating: 4

 

Baron Asset Instl Fund (BARIX) CostBaron Asset Instl Fund (BARIX) Cost

Baron Asset Instl Fund (BARIX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Mid-Cap Growth average): 1.04% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 13.53%

 

Baron Asset Instl Fund (BARIX) PerformanceBaron Asset Instl Fund (BARIX) Performance

Most current Baron Asset Instl Fund (BARIX) Performance

1-month Performance (Mid-Cap Growth category median performance): 3.05% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 10.79% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -1.98% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 10.28% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 10.08% (7.70%)
Number of Years of positive return: 5 years
Number of Years of negative return: 1 years
3 year Alpha (Mid-Cap Growth category average): -0.63 (-2.65)
3 year Beta (Mid-Cap Growth category average): 1.01 (1.02)
3 year Sharpe Ratio: 0.82
3 year Treynor: 10.11

Baron Asset Instl Fund (BARIX) topholdingTop Stock Holdings in Baron Asset Instl Fund (BARIX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Gartner, Inc. Common Stock5.56%0.00%
IDEXX Laboratories, Inc.5.25%0.00%
Vail Resorts, Inc. Common Stock4.21%0.00%
Verisk Analytics, Inc.4.17%0.00%
Arch Capital Group Ltd.3.64%0.00%
Mettler-Toledo International, I3.46%0.00%
Illumina, Inc.3.25%0.00%
FactSet Research Systems Inc. C3.01%0.00%
FleetCor Technologies, Inc. Com2.98%0.00%
Charles Schwab Corporation (The2.87%0.00%
*Note: The price change will reset to 0 after the midnight

 

Baron Asset Instl Fund (BARIX) Portfolio AllocationBaron Asset Instl Fund (BARIX) Fund Portfolio Allocation

Baron Asset Instl Fund (BARIX) Fund Portfolio Allocation data as of 03/2016

Stock97.62%
Bond0%
Cash2.38%
Other0%

 

Baron Asset Instl Fund (BARIX) CompareCompare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Baron Asset Instl-1.9810.2810.08
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Bright Rock Mid Cap Growth Instl (BQMGX)4.539.875.79 Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)9.2612.3511.82 Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Baron Asset Instl Fund (BARIX) PerformanceOther Financial Data Web Sites on Baron Asset Instl Fund (BARIX)

Addition research sites for Baron Asset Instl Fund (BARIX)

 

Baron Asset Instl Fund (BARIX) Related ResourcesSee more information on Baron Asset Instl (BARIX) Fund

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