Baron Asset Retail (BARAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Baron Asset Retail
New York, NY 10153
767 Fifth Avenue 49th Floor
Baron Investment Funds Trust
Management Information
,Lead Manager since July 22, 2003
Andrew joined Baron Capital in 1998 as a research analyst and was named portfolio manager of Baron Asset Fund in 2003 and Baron All Cap Growth Strategy in 2004. In 2020, he was named co-chief investment officer. He has 28 years of research experience. From 1992 to 1994, he worked as an analyst in Salomon Brothers' Equity Capital Markets group. Andrew graduated magna cum laude from Yale College with a B.A. in History in 1991 and from Stanford Law School and Graduate School of Business with a J.D. and M.B.A. in 1998.
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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.
Fund Overview
CategoryMid-Cap Growth
Fund FamilyBaron Capital Group, Inc.
Net Assets4.57B
YTD Return5.94%
Yield0.00%
Morningstar Rating★★★★
Inception DateJan 28, 2016
Fund Operations
Last DividendN/A
Last Cap Gain68.00
Holdings Turnover5.48%
Average for CategoryN/A
Fees & Expenses
ExpenseBARAXCategory Average
Annual Report Expense Ratio (net)1.05%1.09%
Prospectus Net Expense Ratio1.05%N/A
Prospectus Gross Expense Ratio1.05%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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