Baron Asset Fund Retail Class (BARAX)
BARAX Price Chart
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BARAX Fund Profile
Key details and information about Baron Asset Fund Retail Class (BARAX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
12 Jun 1987
Country
US
Description
The fund aims for long-term growth primarily through investments in common stock, focusing on mid-sized U.S. companies with growth potential. BAMCO, Inc., acting as the Adviser, outlines its criteria for "mid-sized companies" at the time of purchase: they must possess a market capitalization greater than $2.5 billion, or exceed the market capitalization of the smallest stock in the Russell Midcap Growth Index at reconstitution (whichever of these two thresholds is larger). Furthermore, their market capitalization must remain below that of the largest stock in the Russell Midcap Growth Index during the same reconstitution period.
BARAX Fund Performance
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