Nasdaq - Delayed Quote • USD
Baron Asset R6 (BARUX)
As of 8:05 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Schwab Institutional
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Schwab Institutional Only
- Commonwealth Universe
- Schwab All (Retail, Instl, Retirement)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
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.
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 4.18B |
| YTD Return | -2.04% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 29, 2009 |
Performance & Risk
| YTD Return | 5.63% |
| 5y Average Return | 9.02% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
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