• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.15% Nasdaq Up 0.36%

    Baron Asset Instl (BARIX)

    64.98 Up 0.41(0.63%) Dec 19
    Prev Close:64.57
    YTD Return*:9.60%
    Net Assets*:2.83B
    Yield*:N/A

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    IT4.5119.16
    IDXX3.6240.14
    ILMN3.3970.15
    SBAC3.3029.27
    MTN3.2320.11

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.83B
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:9.60%
    5y Avg Return:17.05%
    Rank in Category (ytd):25
    % Rank in Category (ytd):3.33%
    Beta (3y):1.14
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback