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Baron Opportunity Retail (BIOPX) Fund Ranking and Research

Ranking, Research and Recommendation of Baron Opportunity Retail (BIOPX) Fund

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

 

Graph of Baron Opportunity Retail Fund (BIOPX) ManagerFund Manager - Michael Lippert

Fund Manager Information

Fund Manager Tenure: 13.6 years
Similar Funds: BIOIX 
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 Retail Fund (BIOPX) ProfileBaron Opportunity Retail Fund (BIOPX) Profile

Fund Profile and Description

Baron Opportunity Retail Fund seeks capital appreciation. Baron Opportunity Retail 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 Retail Fund seeks to purchase securities that the Advisor expects could increase in value 100% within four years.

 

Baron Opportunity Retail (BIOPX) Fund Strength What we like about Baron Opportunity Retail (BIOPX) Fund

Data for Baron Opportunity Retail Fund (BIOPX) as of May 30, 2016

  • Baron Opportunity Retail Fund (BIOPX) management has been with Baron Opportunity Retail Fund for 13.6 years
  • Baron Opportunity Retail Fund (BIOPX) ratio of up-years vs down years is greater than 2
  • Baron Opportunity Retail Fund (BIOPX) has an annual stock turnover rate of 41.87% vs Mid-Cap Growth average of 50.96%. It is good that Baron Opportunity Retail management does not trade extensively for its return.

Baron Opportunity Retail Fund (BIOPX) Weakness What we are cautious about Baron Opportunity Retail (BIOPX) Fund

Data for Baron Opportunity Retail Fund (BIOPX) as of May 30, 2016

  • Baron Opportunity Retail Fund (BIOPX) has a less-than-ideal short-term performance (1-year return -7.76% vs -5.73% Mid-Cap Growth category median performance)
  • Baron Opportunity Retail Fund (BIOPX) has a less-than-ideal mid-term performance (3-year return 5.65% vs 8.38% Mid-Cap Growth category median performance)
  • Baron Opportunity Retail Fund (BIOPX) has a less-than-ideal Long-term performance (5-year return 5.37% vs 7.70% Mid-Cap Growth category median performance)
  • Baron Opportunity Retail Fund (BIOPX) has a Morningstar rating of 3 and below
  • Baron Opportunity Retail Fund (BIOPX) is less safe compared to its Mid-Cap Growth peers
  • Baron Opportunity Retail Fund (BIOPX) does not have a good risk adjusted return as its 3-year Alpha of -5.89 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.4
  • Baron Opportunity Retail Fund (BIOPX) 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
  • Baron Opportunity Retail Fund (BIOPX) has a higher expense ratio of 1.38% than its Mid-Cap Growth average of 1.28%
  • Even though Baron Opportunity Retail Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Baron Opportunity Retail Fund (BIOPX) performance details as of May 30, 2016

 

What do you think?

 

Compare Baron Opportunity Retail Fund (BIOPX)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 Retail-3.61-7.765.655.37
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 Retail Fund (BIOPX)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 Retail Fund (BIOPX) Net Asset TrackingBaron Opportunity Retail (BIOPX) Fund Net Asset

Track net asset change of Baron Opportunity Retail fund (BIOPX)

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

  

Graph of Baron Opportunity Retail Fund (BIOPX) Portfolio TrackingBaron Opportunity Retail (BIOPX) Fund Portfolio Allocation

Track portfolio allocation change of Baron Opportunity Retail fund (BIOPX)

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 Retail Fund (BIOPX)

 

graph of Baron Opportunity Retail Fund (BIOPX) Top 10 Position TrackingTop 10 Holdings in Baron Opportunity Retail (BIOPX) Fund

Discover what Baron Opportunity Retail Fund (BIOPX) 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 Retail Fund (BIOPX)

  

Latest News on Baron Opportunity Retail (BIOPX) Fund

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Baron Opportunity Retail Fund (BIOPX) Related ResourcesSee more information on Baron Opportunity Retail (BIOPX) Fund

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