Baron Asset Instl (BARIX)
58.96 
0.18(0.31%) May 21
| Prev Close: | 58.96 |
|---|
| YTD Return*: | 14.28% |
|---|
| Net Assets*: | 2.36B |
|---|
| Yield*: | N/A |
|---|
* As of 31-Mar-13
The broker you select will become the default broker for Trade Now
Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for BARIX at this time.
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 2.36B |
| Category: | Mid-Cap Growth |
|---|
| Annual Report Expense Ratio (net): | 1.06% |
|---|
Performance & Risk
| YTD Return: | 14.28% |
| 5y Avg Return: | 6.73% |
| Rank in Category (ytd): | 2 |
| % Rank in Category (ytd): | 0.28% |
| Beta (3y): | 1.11 |
| 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 selects securities that it believes have favorable price-to-value characteristics, are well managed, have significant long term growth prospects and have significant barriers to competition.
View More