Nasdaq - Delayed Quote USD

Baron Durable Advantage Fund (BDAIX)

28.79
0.00
(0.00%)
As of 8:05:08 AM EDT. Market Open.
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  • Previous Close 28.79
  • YTD Return -8.00%
  • Expense Ratio 0.70%
  • Category Large Growth
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 436.13M
  • Beta (5Y Monthly) 1.03
  • Yield 0.25%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.07
  • 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

436.13M

Net Assets

2017-12-29

Inception Date

Performance Overview: BDAIX

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Trailing returns as of 5/13/2025. Category is Large Growth.

YTD Return

BDAIX
8.00%
Category
12.38%
 

1-Year Return

BDAIX
9.91%
Category
41.70%
 

3-Year Return

BDAIX
16.24%
Category
22.56%
 

5-Year Return

BDAIX
16.36%
Category
21.98%
 

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Holdings: BDAIX

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Sector Weightings

SectorBDAIX
Technology   27.97%
Healthcare   8.19%
Industrials   5.45%
Real Estate   3.94%
Utilities   0.00%
Energy   0.00%

Recent News: BDAIX

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Research Reports: BDAIX

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