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Baron Asset Instl (BARIX)

49.82 Down 0.56(1.11%) Feb 11
Prev Close:49.82
YTD Return*:-8.03%
Net Assets*:2.35B
Yield*:N/A

* As of 31-Jan-16

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

Top Holdings

Symbol% AssetsYTD Return %
IT5.45N/A
MTN4.96N/A
IDXX4.61N/A
ILMN3.91N/A
VRSK3.88N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.35B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.04%

Performance & Risk

YTD Return:-8.03%
5y Avg Return:9.35%
Rank in Category (ytd):44
% Rank in Category (ytd):5.88%
Beta (3y):0.99
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital appreciation through long-term investments primarily in securities of mid-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 mid-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines mid-sized companies as those, at the time of purchase, with market capitalizations above $2.5 billion or the smallest market cap stock in the Russell Midcap Growth Index at reconstitution, whichever is larger, and below the largest market cap stock in the Russell Midcap Growth Index at reconstitution. View More
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