Baron Opportunity Retail (BIOPX)
17.32 
0.17(0.99%) Jun 18
| Prev Close: | 17.32 |
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| YTD Return*: | 8.83% |
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| Net Assets*: | 401.61M |
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| Yield*: | N/A |
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* As of 31-Mar-13
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 401.61M |
| Category: | Mid-Cap Growth |
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| Annual Report Expense Ratio (net): | 1.39% |
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Performance & Risk
| YTD Return: | 8.83% |
| 5y Avg Return: | 8.57% |
| Rank in Category (ytd): | 90 |
| % Rank in Category (ytd): | 12.4% |
| Beta (3y): | 1.07 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks capital appreciation through investments primarily in growth companies that benefit from technology advances.
The fund invests primarily in equity securities in the form of common stock of high growth businesses selected for their capital appreciation potential. It will invest at least 65% of its assets in equity securities of companies with market capitalizations between $1 billion and $15 billion at the time of purchase. The fund seeks to purchase securities that the Adviser expects could increase in value 100% within four to five years.
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