BIOIX - Baron Opportunity Instl

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Baron Opportunity Instl

Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York, NY 10153
Management Information
Michael Lippert,Lead Manager since March 2, 2006
Michael is a vice president. He joined Baron in 2001 as a research analyst and was named portfolio manager in 2006. In 2001, Michael worked at JLF Asset Management as a financial analyst and general counsel. From 1991 to 2001, Michael worked at Baker & Botts L.L.P. as a trial partner. Michael graduated summa cum laude from Tufts University with a B.A. in History in 1988 and from Columbia Law School with a J.D. in 1991.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyBaron Capital Group
Net Assets253.06M
YTD Return36.44%
Morningstar Rating★★
Inception DateMay 28, 2009

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover32.38%
Average for CategoryN/A

Fees & Expenses

ExpenseBIOIXCategory Average
Annual Report Expense Ratio (net)1.13%1.20%
Prospectus Net Expense Ratio1.13%N/A
Prospectus Gross Expense Ratio1.13%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.29%
Max Deferred Sales LoadN/A1.62%
3 Yr Expense Projection359N/A
5 Yr Expense Projection622N/A
10 Yr Expense Projection1,375N/A