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Baron Opportunity Instl (BIOIX) Fund Ranking and Research

Ranking, Research and Recommendation of Baron Opportunity Instl (BIOIX) Fund

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

 

Graph of Baron Opportunity Instl Fund (BIOIX) ManagerFund Manager - Michael Lippert

Fund Manager Information

Fund Manager Tenure: 13.4 years
Similar Funds: BIOPX 
Fund Family: Baron Capital Group
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)
Lippert is a portfolio manager at BAMCO. From April 2001 to December 2001, he was a research analyst and general counsel for JLF Asset Management and from 2000 to 2001, he was a partner of Baker & Botts. Lippert holds the Chartered Financial Analyst designation.  Get more insights on Michael Lippert

 

Graph of Baron Opportunity Instl Fund (BIOIX) ProfileBaron Opportunity Instl Fund (BIOIX) Profile

Fund Profile and Description

Baron Opportunity Instl Fund seeks capital appreciation. Baron Opportunity Instl Fund primarily invests in common stocks of high growth businesses of all market capitalizations. The Advisor invests in companies in any sector or industry that it believes will benefit from innovations and advances in technology. Baron Opportunity Instl Fund seeks to purchase securities that the Advisor expects could increase in value 100% within four years.

 

Baron Opportunity Instl (BIOIX) Fund Strength What we like about Baron Opportunity Instl (BIOIX) Fund

Data for Baron Opportunity Instl Fund (BIOIX) as of May 30, 2016

  • Baron Opportunity Instl Fund (BIOIX) management has been with Baron Opportunity Instl Fund for 13.4 years
  • Baron Opportunity Instl Fund (BIOIX) ratio of up-years vs down years is greater than 2
  • Baron Opportunity Instl Fund (BIOIX) has an annual stock turnover rate of 41.87% vs Mid-Cap Growth average of 50.96%. It is good that Baron Opportunity Instl management does not trade extensively for its return.
  • Baron Opportunity Instl Fund (BIOIX) has a lower expense ratio than its Mid-Cap Growth average: 1.10% vs 1.28%
  • Baron Opportunity Instl Fund (BIOIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Baron Opportunity Instl Fund (BIOIX) Weakness What we are cautious about Baron Opportunity Instl (BIOIX) Fund

Data for Baron Opportunity Instl Fund (BIOIX) as of May 30, 2016

  • Baron Opportunity Instl Fund (BIOIX) has a less-than-ideal short-term performance (1-year return -7.57% vs -5.73% Mid-Cap Growth category median performance)
  • Baron Opportunity Instl Fund (BIOIX) has a less-than-ideal mid-term performance (3-year return 5.93% vs 8.38% Mid-Cap Growth category median performance)
  • Baron Opportunity Instl Fund (BIOIX) has a less-than-ideal Long-term performance (5-year return 5.65% vs 7.70% Mid-Cap Growth category median performance)
  • Baron Opportunity Instl Fund (BIOIX) has a Morningstar rating of 3 and below
  • Baron Opportunity Instl Fund (BIOIX) is less safe compared to its Mid-Cap Growth peers
  • Baron Opportunity Instl Fund (BIOIX) does not have a good risk adjusted return as its 3-year Alpha of -5.62 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.42
  • Baron Opportunity Instl Fund (BIOIX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.04 that is higher than category average of 13.49
See Baron Opportunity Instl Fund (BIOIX) performance details as of May 30, 2016

 

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Compare Baron Opportunity Instl Fund (BIOIX)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 Opportunity Instl-3.53-7.575.935.65
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 Opportunity Instl Fund (BIOIX)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 Opportunity Instl Fund (BIOIX) Net Asset TrackingBaron Opportunity Instl (BIOIX) Fund Net Asset

Track net asset change of Baron Opportunity Instl fund (BIOIX)

DateNet Asset
05/2016$261.43M
03/2016$268.06M
02/2016$256.00M
More historic net asset information on Baron Opportunity Instl Fund (BIOIX)

  

Graph of Baron Opportunity Instl Fund (BIOIX) Portfolio TrackingBaron Opportunity Instl (BIOIX) Fund Portfolio Allocation

Track portfolio allocation change of Baron Opportunity Instl fund (BIOIX)

DateCashStockBondOther
03/20160%100%0%0%
12/20151.22%98.27%0%0.51%
09/20155.11%94.29%0%0.6%
Click here to see more historic asset allocation information on Baron Opportunity Instl Fund (BIOIX)

 

graph of Baron Opportunity Instl Fund (BIOIX) Top 10 Position TrackingTop 10 Holdings in Baron Opportunity Instl (BIOIX) Fund

Discover what Baron Opportunity Instl Fund (BIOIX) manager is buying

Mar 30, 2016
Guidewire Software, Inc. Common [6.43%]
Facebook, Inc. [5.41%]
CoStar Group, Inc. [5.39%]
Gartner, Inc. Common Stock [5.22%]
Amazon.com, Inc. [5.07%]
Benefitfocus, Inc. [3.69%]
Illumina, Inc. [3.44%]
Tesla Motors, Inc. [3.43%]
Alphabet Inc. [3.32%]
Alphabet Inc. [3.29%]

Dec 30, 2015
Guidewire Software, Inc. Common [5.82%]
CoStar Group, Inc. [4.66%]
Amazon.com, Inc. [4.63%]
Gartner, Inc. Common Stock [4.45%]
Illumina, Inc. [4.13%]
Facebook, Inc. [4.06%]
Tesla Motors, Inc. [3.3%]
Equinix, Inc. [3.14%]
ANSYS, Inc. [3.06%]
Verisk Analytics, Inc. [2.96%]

Sep 29, 2015
Guidewire Software, Inc. Common [5.71%]
Gartner, Inc. Common Stock [4.17%]
CoStar Group, Inc. [3.95%]
Illumina, Inc. [3.83%]
Equinix, Inc. [3.77%]
Facebook, Inc. [3.63%]
Amazon.com, Inc. [3.55%]
Tesla Motors, Inc. [3.46%]
ANSYS, Inc. [3.36%]
Verisk Analytics, Inc. [2.99%]
Click here for Stock Holding Change Map in Baron Opportunity Instl Fund (BIOIX)

  

Latest News on Baron Opportunity Instl (BIOIX) Fund

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