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    Baron Opportunity Instl (BIOIX)

    19.20 Down 0.09(0.47%) Apr 1

    Profile as of Feb 27, 2015Get 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:393.52M
    Year-to-Date Return:4.48%
    Morningstar Rating:2 stars
    Fund Inception Date:May 29, 2009
    Morningstar Style Box 
    Mid-Cap Growth
    [View Category Definition]
    View Top Mid-Cap Growth Funds
    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 51 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 of any market capitalization selected for their capital appreciation potential. 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 (Dec 1, 2014) : 0.00
    Annual Holdings Turnover (Mar 30, 2015) : 63.40%
    Average for Category:65.61%
    Fees & Expenses 
    ExpenseBIOIXCategory Avg
    Annual Report Expense Ratio (net):1.08%1.31%
    Prospectus Net Expense Ratio:1.08%N/A
    Prospectus Gross Expense Ratio:1.08%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A5.39%
    Max Deferred Sales Load: N/A2.17%
    3 Yr Expense Projection*:343550
    5 Yr Expense Projection*:595876
    10 Yr Expense Projection*:1,3171,792
    * Per $10,000 invested