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Baron Opportunity Retail (BIOPX)

17.88 Up 0.14(0.79%) Oct 20
Prev Close:17.88
YTD Return*:-5.05%
Net Assets*:447.66M
Yield*:N/A

* As of 30-Sep-14

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

Top Holdings

Symbol% AssetsYTD Return %
IT4.773.10
ILMN4.6143.50
GWRE3.77-11.21
RHT3.500.77
SBAC3.4121.83

Fund Basics

Morningstar Overall Rating:
Total Assets:447.66M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.37%

Performance & Risk

YTD Return:-5.05%
5y Avg Return:13.67%
Rank in Category (ytd):97
% Rank in Category (ytd):12.73%
Beta (3y):1.12
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 Adviser may invest in companies in any sector or industry that it believes will benefit from innovations and advances in technology. View More
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