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Baron Opportunity Instl (BIOIX)

19.80 Down 0.13(0.65%) Sep 12

Profile as of Aug 30, 2014Get Profile for:
Baron Opportunity Instl
Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York, NY 10153
Phone: 800-992-2766
Fund Overview 
Category:Mid-Cap Growth
Fund Family:Baron Capital Group
Net Assets:461.82M
Year-to-Date Return:-0.65%
Morningstar Rating:2 stars
Fund Inception Date:May 29, 2009
Morningstar Style Box 
Mid-Cap Growth
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Michael Lippert
Lead Manager since Mar 3, 2006
Michael is a vice president. He joined Baron in 2001 as a research analyst and was named portfolio manager in 2006. He has 12 years of research experience. In 2001, Michael worked at JLF Asset Management as a financial analyst and general counsel. From 1991 to 2001, Michael worked at Baker & Botts L.L.P. as a trial partner. Michael graduated summa cum laude from Tufts University with a B.A. in History in 1988 and from Columbia Law School with a J.D. in 1991.
Investment Information 
Min Initial Investment:1,000,000
Min Initial Investment, IRA:1,000,000
Min Initial Investment, AIP:N/A
Min Subsequent Investment:0
Min Subsequent Investment, IRA:0
Min Subsequent Investment, AIP:N/A
BIOIX can be purchased from 48 brokerages.

Fund Summary 
The investment seeks capital appreciation through investments primarily in growth companies that benefit from technology advances. The fund invests primarily in equity securities in the form of common stock of high growth businesses selected for their capital appreciation potential. It will invest at least 65% of its assets in equity securities of companies with market capitalizations between $1 billion and $15 billion at the time of purchase. The Adviser may invest in companies in any sector or industry that it believes will benefit from innovations and advances in technology.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Nov 25, 2013) : 0.00
Annual Holdings Turnover (Sep 10, 2014) : 70.44%
Average for Category:54.60%
Fees & Expenses 
ExpenseBIOIXCategory Avg
Annual Report Expense Ratio (net):1.11%1.32%
Prospectus Net Expense Ratio:1.11%N/A
Prospectus Gross Expense Ratio:1.11%N/A
Max 12b1 Fee:0.00%N/A
Max Front End Sales Load:N/A5.39%
Max Deferred Sales Load: N/A2.29%
3 Yr Expense Projection*:353559
5 Yr Expense Projection*:612877
10 Yr Expense Projection*:1,3521,792
* Per $10,000 invested