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Nasdaq - Delayed Quote USD

Baron Asset Instl (BARIX)

95.24
-0.08
(-0.08%)
As of 8:08:42 AM EDT. Market Open.

Fund Summary

The fund invests for the long term primarily in equity securities in the form of common stock of U.S. mid-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines mid-sized companies as those, at the time of purchase, with market capitalizations above $2.5 billion or the smallest market cap stock in the Russell Midcap Growth Index at reconstitution, whichever is larger, and below the largest market cap stock in the Russell Midcap Growth Index at reconstitution.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 39.25%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 2

Performance & Risk

YTD Return -2.89%
5y Average Return 11.31%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
BARIXCategory AverageBARIXCategory AverageBARIXCategory Average
Alpha -7.03 0.01 -7.79 0.01 -2.7 -0.02
BETA 1.09 0.01 1.1 0.01 1.07 0.01
Mean Annual Return 0.59 0.02 0.91 0.02 0.96 0.01
R-squared 90.2 0.82 85.32 0.79 83.45 0.8
Standard Deviation 19.41 0.23 21.18 0.19 17.8 0.17
Sharpe Ratio 0.14 0.01 0.39 0.01 0.54 0.01
Treynor Ratio 0.78 0.18 5.77 0.17 7.91 0.12

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