Baron iOpportunity Instl
767 Fifth Ave 49th FL New York NY 10153
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Phone: 800-442-3814
| Category: | Mid-Cap Growth | | Fund Family: | Baron Capital Group | | Net Assets: | 10.71M | | Year-to-Date Return: | 45.37% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 29-May-09 |
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Michael Lippert
Lead Manager since
03-Mar-06 | | | 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. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $1,000,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund primarily invests in common stocks of growth companies. It normally invests at least 80% of assets in securities of companies that have internet-related and information technology growth opportunities. The seeks to purchase securities that are expected to increase in value 100% within four years. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 61.44% | | Average for Category:
| 130.04% |
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| Expense | BIOIX | Category
Avg | | Total Expense Ratio: | 1.17%
| 1.46% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 372 | $716 | | 5 Yr Expense Projection*: |
$ 644 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,420 | $2,071 |
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0.16% Nasdaq 0.00%
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