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Baron Asset Retail (BARAX) Fund Ranking and Research

Ranking, Research and Recommendation of Baron Asset Retail (BARAX) Fund

    Last Trade: $64.14 on 4/21/2017, Change: -0.15 (-0.23%)

 

Graph of Baron Asset Retail Fund (BARAX) ManagerFund Manager - Andrew Peck

Fund Manager Information

Fund Manager Tenure: 13.8 years
Similar Funds: BARIX 
Fund Family: Baron Capital Group
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Peck is a vice president of BAMCO, his employer since 1998. Prior to joining the firm he worked at Salomon Brothers, Allen & Company, and Bear, Stearns.  Get more insights on Andrew Peck

 

Graph of Baron Asset Retail Fund (BARAX) ProfileBaron Asset Retail Fund (BARAX) Profile

Fund Profile and Description

Baron Asset Retail Fund seeks capital appreciation. Baron Asset Retail Fund primarily invests for the long term in common stocks of mid-sized growth companies. It considers a mid-sized company as one having a market capitalization of $1.5 billion to $12 billion. Baron Asset Retail Fund purchases stocks in businesses that the management believes could double in value in four years after purchase.

 

Baron Asset Retail (BARAX) Fund Strength What we like about Baron Asset Retail (BARAX) Fund

Data for Baron Asset Retail Fund (BARAX) as of May 30, 2016

  • Baron Asset Retail Fund (BARAX) management has been with Baron Asset Retail Fund for 13.8 years
  • Baron Asset Retail Fund (BARAX) has good short-term performance (1-year return -2.25% vs -5.73% Mid-Cap Growth category median performance)
  • Baron Asset Retail Fund (BARAX) has good mid-term performance (3-year return 9.99% vs 8.38% Mid-Cap Growth category median performance)
  • Baron Asset Retail Fund (BARAX) has good Long-term performance (5-year return 9.79% vs 7.70% Mid-Cap Growth category median performance)
  • Baron Asset Retail Fund (BARAX) ratio of up-years vs down years is greater than 2
  • Baron Asset Retail Fund (BARAX) has a Morningstar rating of 4 and above
  • Baron Asset Retail Fund (BARAX) has an annual stock turnover rate of 13.53% vs Mid-Cap Growth average of 50.96%. It is good that Baron Asset Retail management does not trade extensively for its return.
  • Baron Asset Retail Fund (BARAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.81, lower than category average of 13.49

Baron Asset Retail Fund (BARAX) Weakness What we are cautious about Baron Asset Retail (BARAX) Fund

Data for Baron Asset Retail Fund (BARAX) as of May 30, 2016

  • Baron Asset Retail Fund (BARAX) has a higher expense ratio of 1.31% than its Mid-Cap Growth average of 1.28%
  • Even though Baron Asset Retail Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Baron Asset Retail Fund (BARAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Baron Asset Retail Fund (BARAX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Baron Asset Retail1.42-2.259.999.79
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)7.049.2612.3511.82Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Baron Asset Retail Fund (BARAX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Baron Asset Retail Fund (BARAX) Net Asset TrackingBaron Asset Retail (BARAX) Fund Net Asset

Track net asset change of Baron Asset Retail fund (BARAX)

DateNet Asset
05/2016$2.52B
03/2016$2.34B
02/2016$2.34B
More historic net asset information on Baron Asset Retail Fund (BARAX)

  

Graph of Baron Asset Retail Fund (BARAX) Portfolio TrackingBaron Asset Retail (BARAX) Fund Portfolio Allocation

Track portfolio allocation change of Baron Asset Retail fund (BARAX)

DateCashStockBondOther
03/20162.38%97.62%0%0%
12/20152.23%97.56%0%0.21%
09/20152.87%96.93%0%0.2%
Click here to see more historic asset allocation information on Baron Asset Retail Fund (BARAX)

 

graph of Baron Asset Retail Fund (BARAX) Top 10 Position TrackingTop 10 Holdings in Baron Asset Retail (BARAX) Fund

Discover what Baron Asset Retail Fund (BARAX) manager is buying

Mar 30, 2016
Gartner, Inc. Common Stock [5.56%]
IDEXX Laboratories, Inc. [5.25%]
Vail Resorts, Inc. Common Stock [4.21%]
Verisk Analytics, Inc. [4.17%]
Arch Capital Group Ltd. [3.64%]
Mettler-Toledo International, I [3.46%]
Illumina, Inc. [3.25%]
FactSet Research Systems Inc. C [3.01%]
FleetCor Technologies, Inc. Com [2.98%]
Charles Schwab Corporation (The [2.87%]

Dec 30, 2015
Gartner, Inc. Common Stock [5.45%]
Vail Resorts, Inc. Common Stock [4.96%]
IDEXX Laboratories, Inc. [4.61%]
Illumina, Inc. [3.91%]
Verisk Analytics, Inc. [3.88%]
Arch Capital Group Ltd. [3.52%]
Mettler-Toledo International, I [3.29%]
Charles Schwab Corporation (The [3.26%]
FleetCor Technologies, Inc. Com [3.19%]
FactSet Research Systems Inc. C [3.12%]

Sep 29, 2015
Gartner, Inc. Common Stock [5.17%]
IDEXX Laboratories, Inc. [4.81%]
Vail Resorts, Inc. Common Stock [4.16%]
Verisk Analytics, Inc. [3.82%]
Arch Capital Group Ltd. [3.8%]
Illumina, Inc. [3.67%]
FleetCor Technologies, Inc. Com [3.15%]
FactSet Research Systems Inc. C [3.15%]
SBA Communications Corporation [2.92%]
Charles Schwab Corporation (The [2.9%]
Click here for Stock Holding Change Map in Baron Asset Retail Fund (BARAX)

  

Latest News on Baron Asset Retail (BARAX) Fund

See what is happening with Baron Asset Retail Fund (BARAX)

 

Baron Asset Retail Fund (BARAX) Related ResourcesSee more information on Baron Asset Retail (BARAX) Fund

Popular pages on Baron Asset Retail (BARAX) Fund

  

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