Mutual Fund Insights: Baron iOpportunity Fund (BIOPX)

In-depth Analysis of Baron iOpportunity (BIOPX)

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See Baron iOpportunity Fund (BIOPX) performance details as of October 31, 2009

  

Last Trade: $10.81 on 11/20/2009, Change: -0.02 (-0.18%)

  

Fund Manager - Michael Lippert

Fund Manager Tenure: 3.7 years
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

Michael Lippert is a portfolio manager at BAMCO. From April 2001 to December 2001, Michael Lippert was a research analyst and general counsel for JLF Asset Management and from 2000 to 2001, Michael Lippert was a partner of Baker & Botts. Michael Lippert holds the Chartered Financial Analyst designation.

  

Performance	Management Fee	Turnover rate
BIOPX: 34.86% , -0.89% , 5.14% Category Average: 16.23% , -5.36% , 1.68%	BIOPX: 1.42% Category Average: 1.46%	BIOPX: 61.44% Category Average: 130.04%

See Baron iOpportunity Fund (BIOPX) performance details as of October 31, 2009

  

 What we like about Baron iOpportunity Fund (BIOPX)

Data for Baron iOpportunity Fund (BIOPX) as of October 31, 2009

• Baron iOpportunity Fund (BIOPX) management has been with Baron iOpportunity Fund for 3.7 years
• Baron iOpportunity Fund (BIOPX) has good short-term performance (1-year return 34.86% vs 16.23% Mid-Cap Growth category average)
• Baron iOpportunity Fund (BIOPX) has good mid-term performance (3-year return -0.89% vs -5.36% Mid-Cap Growth category average)
• Baron iOpportunity Fund (BIOPX) has good Long-term performance (5-year return 5.14% vs 1.68% Mid-Cap Growth category average)
• Baron iOpportunity Fund (BIOPX) ratio of up-years vs down years is greater than 2
• Baron iOpportunity Fund (BIOPX) has a Morningstar rating of 4 and above
• Baron iOpportunity Fund (BIOPX) has an annual stock turnover rate of 61.44% vs Mid-Cap Growth average of 130.04%. It is good that Baron iOpportunity management does not trade extensively for its return.
• Baron iOpportunity Fund (BIOPX) has a lower management fee than its Mid-Cap Growth average: 1.42% vs 1.46%

  

 What we are cautious about Baron iOpportunity Fund (BIOPX)

Data for Baron iOpportunity Fund (BIOPX) as of October 31, 2009

• Baron iOpportunity Fund is a focused fund with 33.78% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Baron iOpportunity Fund (BIOPX) is more volatile than its peers as it has a 3-year Standard Deviation of 27.16 that is higher than category average of 23.37
• Even though Baron iOpportunity Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

  

  

Interested in other top mutual funds in similar Mid-Cap Growth category?

Below are some additional Mid-Cap Growth mutual funds generated out of our database

• BB&T Special Opportunities Equity A (BOPAX)    [ Compare BOPAX with BIOPX ]
• Brown Capital Mgmt Mid-Cap Instl (BCMSX)    [ Compare BCMSX with BIOPX ]
• Hartford MidCap HLS IA (HIMCX)    [ Compare HIMCX with BIOPX ]
• Browse other funds in Mid-Cap Growth Category

  

Baron iOpportunity Fund (BIOPX) Net Asset

Track net asset change of Baron iOpportunity fund (BIOPX)

Date	Net Asset
10/2009	$141.36M
09/2009	$133.63M
08/2009	$131.29M

More historic net asset information on Baron iOpportunity Fund (BIOPX)

  

Baron iOpportunity Fund (BIOPX) Portfolio Allocation

Track portfolio allocation change of Baron iOpportunity fund (BIOPX)

Date	Cash	Stock	Bond	Other
06/2009	7.63%	91.86%	0.51%	0%
03/2009	11.62%	87.27%	0.51%	0.6%
12/2008	12.65%	87.35%	0%	0%

Click here to see more historic asset allocation information on Baron iOpportunity Fund (BIOPX)

  

Most Recent Top 10 Holdings in Baron iOpportunity Fund (BIOPX)

Discover what Baron iOpportunity Fund (BIOPX) manager is buying

30-Jun-09 Equinix, Inc. [5.54%] SBA Communications Corporation [4.26%] AMER TOWER CP [3.88%] Apple Inc. [3.45%] MSCI INC [3.33%] NII Holdings, Inc. [3.33%] IHS INC [2.61%] RISKMETRICS GROUP [2.49%] Activision, Inc. [2.46%] QUALCOMM Incorporated [2.43%]

31-Mar-09 Equinix, Inc. [6.02%] SBA Communications Corporation [4.94%] AMER TOWER CP [4.78%] DIGITAL REALTY TRUST [3.37%] Nuance Communications, Inc. [3.19%] Apple Inc. [3.15%] NII Holdings, Inc. [3.12%] Bankrate Inc [3.06%] IHS INC [2.75%] MSCI INC [2.69%]

31-Dec-08 Equinix, Inc. [5.64%] AMER TOWER CP [4.56%] SBA Communications Corporation [4.35%] Bankrate Inc [4.11%] Google Inc. [3.9%] GARTNER INC [3.81%] NII Holdings, Inc. [3.74%] National CineMedia, Inc. [3.56%] DIGITAL REALTY TRUST [3.3%] Nuance Communications, Inc. [3.26%]

Click here for Stock Holding Change Map in Baron iOpportunity Fund (BIOPX)

  

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Latest News on Baron iOpportunity (BIOPX)

See what is happening with Baron iOpportunity Fund (BIOPX)

Grail Floats 4 Actively Managed ETFs (Investor's Business Daily) Baron iOpportunity Is More Than Tech (Investor's Business Daily) See more news on Baron iOpportunity Fund (BIOPX)

  

Unique Method to Discover Best Fund Managers with Proven Results

Financial Optimization through Technology Innovation

• Fund Mojo Score is 0.75 (A+) and above
• Fund Manager has been with the fund for more than 5 years
• Key performances (1-year, 3-year and 5-year performance) beat its category peers
• 5-year return is positive
• Initial investment requirement is less or equal to $10,000

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