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Baron Health Care Retail (BHCFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.67+0.13 (+0.67%)
At close: 08:00PM EDT

Baron Health Care Retail

New York, NY 10153

767 Fifth Avenue 49th Floor

Baron Select Funds

Management Information
,Lead Manager since April 29, 2018
Neal joined Baron Capital in 2005 as a research analyst specializing in health care and was named portfolio manager in 2018. He has 23 years of research experience. From 2001 to 2005, he worked at Credit Suisse First Boston as a vice president and managed a portfolio in the Equity Proprietary Trading group. From 1996 to 2001, he practiced corporate law in New York. Neal graduated cum laude from Yale College with a B.A. in History in 1993, from Columbia Law School with a J.D. in 1996, and from Columbia Business School with an M.B.A. in 2002.
Morningstar Style Box
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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

CategoryHealth
Fund FamilyBaron Capital Group, Inc.
Net Assets230.84M
YTD Return2.50%
Yield0.00%
Morningstar Rating★★★★
Inception DateApr 29, 2018

Fund Operations

Last DividendN/A
Last Cap Gain1.00
Holdings Turnover51.83%
Average for CategoryN/A

Fees & Expenses

ExpenseBHCFXCategory Average
Annual Report Expense Ratio (net)1.10%1.03%
Prospectus Net Expense Ratio1.10%N/A
Prospectus Gross Expense Ratio1.20%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.19%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A