Baron iOpportunity Fund (BIOPX)

Fund performance review and position details on Baron iOpportunity Fund (BIOPX)

Last Trade: $12.16 on 3/17/2010, Change: +0.10 (0.83%)

Experiment our closing price forecasting tool for Baron iOpportunity Fund (BIOPX) (alpha release)

Baron iOpportunity Fund (BIOPX) Fund Statistics (January 31, 2010)

Category: Mid-Cap Growth
Net Asset: $166.95M
Yield: 0%
Year-to-Date Return: -4.77%
Morningstar rating: 4

Baron iOpportunity Fund (BIOPX) Cost

Initial Investment: $2,000
Total Expense Ratio (Mid-Cap Growth average): 1.50% (1.46%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 68.09%

Baron iOpportunity Fund (BIOPX) Performance

1-month Performance (Mid-Cap Growth category average): -4.77% (-4.57%)
3-month Performance (Mid-Cap Growth category average): 6.20% (5.39%)
1 Year Performance (Mid-Cap Growth category average): 57.39% (39.73%)
3 Year Performance (Mid-Cap Growth category average): -1.22% (-5.54%)
5 Year Performance (Mid-Cap Growth category average): 5.09% (1.43%)
Best 3 year performance: 13.28%
Worst 3 year performance: -9.86%
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Mid-Cap Growth category average): 10.05 (3.29)
3 year Beta (Mid-Cap Growth category average): 1.26 (1.09)
3 year Sharpe Ratio: 0.02
3 year Treynor: -2.53

Most Recent Top 10 Stock Holdings in Baron iOpportunity Fund (BIOPX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock Weighting Price change (15 mins delay)
Equinix, Inc. 4.72% 0.00%
SBA Communications Corporation 4.41% 0.00%
NII Holdings, Inc. 3.6% 0.00%
Apple Inc. 3.59% 0.00%
AMER TOWER CP 3.31% 0.00%
WebMD Health Corp 2.46% 0.00%
QUALCOMM Incorporated 2.38% 0.00%
Google Inc. 2.07% 0.00%
MSCI INC 2.03% 0.00%
IHS INC 2.01% 0.00%
*Note: The price change will reset to 0 after the midnight

Baron iOpportunity Fund (BIOPX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector Weighting
Hardware 8.83%
Software 22.87%
Media 3.67%
Telecommunications 25.43%
Consumer services 11.84%
Business Services 11.69%
Financial Services 9.53%
Healthcare 5.07%
Utilities 0.00%
Consumer goods 0.00%
Energy 0.00%
Industrial materials 1.05%

Baron iOpportunity Fund (BIOPX) Fund Portfolio Allocation for 09/2009

Stock 93.98%
Bond 0%
Cash 6.02%
Other 0%

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.

Stock	Weighting	Price change (15 mins delay)
Equinix, Inc.	4.72%	0.00%
SBA Communications Corporation	4.41%	0.00%
NII Holdings, Inc.	3.6%	0.00%
Apple Inc.	3.59%	0.00%
AMER TOWER CP	3.31%	0.00%
WebMD Health Corp	2.46%	0.00%
QUALCOMM Incorporated	2.38%	0.00%
Google Inc.	2.07%	0.00%
MSCI INC	2.03%	0.00%
IHS INC	2.01%	0.00%

Sector	Weighting
Hardware	8.83%
Software	22.87%
Media	3.67%
Telecommunications	25.43%
Consumer services	11.84%
Business Services	11.69%
Financial Services	9.53%
Healthcare	5.07%
Utilities	0.00%
Consumer goods	0.00%
Energy	0.00%
Industrial materials	1.05%