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Nasdaq - Delayed Quote USD

Baron Health Care Fund (BHCFX)

18.43
-0.20
(-1.07%)
At close: March 28 at 8:00:06 PM EDT

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
5
Min Subsequent Investment
500
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Comerica Bank
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • CommonWealth NTF
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard TF
  • JP Morgan No Load
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets in equity securities in the form of common stock of companies engaged in the research, development, production, sale, delivery or distribution of products and services related to the health care industry. The Adviser uses various criteria to determine whether an issuer is engaged in activities related to the health care industry. It is non-diversified.

Fund Overview

Category Health
Fund Family Baron Capital Group, Inc.
Net Assets 183.21M
YTD Return 2.37%
Yield 0.20%
Morningstar Rating
Inception Date Apr 30, 2018

Performance & Risk

YTD Return -1.90%
5y Average Return 11.06%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.73
Morningstar Risk Rating

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