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Baron Asset Retail (BARAX)

66.13 Up 0.22(0.33%) Aug 29
Prev Close:65.91
YTD Return*:1.63%
Net Assets*:2.70B
Yield*:N/A

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
IT4.18-3.59
IDXX3.9617.20
ILMN3.6045.47
SBAC3.0018.18
ACGL2.99-8.92

Fund Basics

Morningstar Overall Rating:
Total Assets:2.7B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.32%

Performance & Risk

YTD Return:1.63%
5y Avg Return:17.00%
Rank in Category (ytd):36
% Rank in Category (ytd):4.7%
Beta (3y):1.17
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital appreciation through long-term investments primarily in securities of medium-sized companies with undervalued assets or favorable growth prospects. The fund invests for the long term primarily in equity securities in the form of common stock of medium-sized growth companies with market capitalizations of between $1.5 billion and $12 billion at the time of purchase selected for their capital appreciation potential. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, strong, visionary management, and an attractive valuation. View More
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