Nasdaq - Delayed Quote USD

Baron Opportunity Fund (BIOIX)

54.50 +1.81 (+3.44%)
At close: 8:01:33 PM EST

Fund Summary

The fund invests primarily in equity securities in the form of common stock of U.S. high growth businesses of any market capitalization selected for their capital appreciation potential. The Adviser may invest in companies in any sector or industry that the adviser believes will benefit from innovations and advances in technology.

Baron Opportunity Fund

New York, NY 10153
767 Fifth Avenue 49th Floor

Fund Overview

Category Large Growth
Fund Family Baron Capital Group, Inc.
Net Assets 1.49B
YTD Return 37.98%
Yield 0.00%
Morningstar Rating
Inception Date May 29, 2009

Fund Operations

Last Dividend --
Last Cap Gain 33.00
Holdings Turnover 33.00%
Average for Category --

Fees & Expenses

Expense BIOIX Category Average
Annual Report Expense Ratio (net) 1.06% 0.99%
Prospectus Net Expense Ratio 1.06% --
Prospectus Gross Expense Ratio 1.06% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Michael joined Baron Capital in 2001 as a research analyst and was named portfolio manager of Baron Opportunity Fund in 2006 and Baron Technology Fund in 2021. In 2020, he was named Head of Technology Research. He has 23 years of research experience. In 2001, he worked at JLF Asset Management as a financial analyst and general counsel. From 1991 to 2001, he worked at Baker & Botts as a trial partner. Michael graduated summa cum laude from Tufts University with a B.A. in History in 1988 and from Columbia Law School with a J.D. in 1991.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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