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Baron Asset Instl (BARIX) Fund Ranking and Research

Ranking, Research and Recommendation of Baron Asset Instl (BARIX) Fund

    Last Trade: $72.54 on 7/24/2017, Change: +0.34 (0.47%)

 

Graph of Baron Asset Instl Fund (BARIX) ManagerFund Manager - Andrew Peck

Fund Manager Information

Fund Manager Tenure: 14.0 years
Similar Funds: BARAX 
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 Instl Fund (BARIX) ProfileBaron Asset Instl Fund (BARIX) Profile

Fund Profile and Description

Baron Asset Instl Fund seeks capital appreciation. Baron Asset Instl 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 Instl Fund purchases stocks in businesses that the management believes could double in value in four years after purchase.

 

Baron Asset Instl (BARIX) Fund Strength What we like about Baron Asset Instl (BARIX) Fund

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

  • Baron Asset Instl Fund (BARIX) management has been with Baron Asset Instl Fund for 14.0 years
  • Baron Asset Instl Fund (BARIX) has good short-term performance (1-year return -1.98% vs -5.73% Mid-Cap Growth category median performance)
  • Baron Asset Instl Fund (BARIX) has good mid-term performance (3-year return 10.28% vs 8.38% Mid-Cap Growth category median performance)
  • Baron Asset Instl Fund (BARIX) has good Long-term performance (5-year return 10.08% vs 7.70% Mid-Cap Growth category median performance)
  • Baron Asset Instl Fund (BARIX) ratio of up-years vs down years is greater than 2
  • Baron Asset Instl Fund (BARIX) has a Morningstar rating of 4 and above
  • Baron Asset Instl Fund (BARIX) has an annual stock turnover rate of 13.53% vs Mid-Cap Growth average of 50.96%. It is good that Baron Asset Instl management does not trade extensively for its return.
  • Baron Asset Instl Fund (BARIX) 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 Instl Fund (BARIX) has a lower expense ratio than its Mid-Cap Growth average: 1.04% vs 1.28%
  • Baron Asset Instl Fund (BARIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Baron Asset Instl Fund (BARIX) Weakness What we are cautious about Baron Asset Instl (BARIX) Fund

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

See Baron Asset Instl Fund (BARIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Baron Asset Instl Fund (BARIX)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 Instl1.54-1.9810.2810.08
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 Instl Fund (BARIX)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 Instl Fund (BARIX) Net Asset TrackingBaron Asset Instl (BARIX) Fund Net Asset

Track net asset change of Baron Asset Instl fund (BARIX)

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

  

Graph of Baron Asset Instl Fund (BARIX) Portfolio TrackingBaron Asset Instl (BARIX) Fund Portfolio Allocation

Track portfolio allocation change of Baron Asset Instl fund (BARIX)

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 Instl Fund (BARIX)

 

graph of Baron Asset Instl Fund (BARIX) Top 10 Position TrackingTop 10 Holdings in Baron Asset Instl (BARIX) Fund

Discover what Baron Asset Instl Fund (BARIX) 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 Instl Fund (BARIX)

  

Latest News on Baron Asset Instl (BARIX) Fund

See what is happening with Baron Asset Instl Fund (BARIX)

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

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