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Baron Durable Advantage Retail (BDAFX)
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26.02 - YTD Return 10.83%
- Expense Ratio 0.95%
- Category Large Growth
- Last Cap Gain 13.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 362.54M
- Beta (5Y Monthly) 1.06
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 1.93%
- Last Dividend 0.00
- Inception Date Dec 29, 2017
The fund invests primarily in equity securities in the form of common stock of U.S. large-sized companies. The Adviser seeks to invest primarily in what the adviser believes are unique, well-managed, competitively advantaged businesses that generate significant excess free cash flow that is consistently returned to shareholders in the form of stock buybacks and/or dividends.
Baron Capital Group, Inc.
Fund Family
Large Growth
Fund Category
362.54M
Net Assets
2017-12-29
Inception Date
Performance Overview: BDAFX
Trailing returns as of 6/18/2024. Category is Large Growth.
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Holdings: BDAFX
Top 10 Holdings (51.59% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorBDAFX
Financial Services 33.63%
Technology 29.63%
Communication Services 12.35%
Healthcare 11.01%
Consumer Cyclical 7.79%
Industrials 2.38%
Consumer Defensive 1.77%
Real Estate 1.44%
Basic Materials 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: BDAFX
Research Reports: BDAFX
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