Nasdaq - Delayed Quote USD

Baron Opportunity Fund (BIOIX)

51.24
+0.35
+(0.69%)
At close: 5:41 PM EST
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DELL
  • Previous Close 50.89
  • YTD Return 26.70%
  • Expense Ratio 1.06%
  • Category Large Growth
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 1.36B
  • Beta (5Y Monthly) 1.21
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 23.29%
  • Last Dividend --
  • Inception Date May 29, 2009

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 Capital Group, Inc.

Fund Family

Large Growth

Fund Category

1.36B

Net Assets

2009-05-29

Inception Date

Performance Overview: BIOIX

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Trailing returns as of 11/20/2024. Category is Large Growth.

YTD Return

BIOIX
26.70%
Category
12.38%
?

1-Year Return

BIOIX
51.54%
Category
41.70%
?

3-Year Return

BIOIX
1.41%
Category
22.56%
?

5-Year Return

BIOIX
20.49%
Category
21.98%
?

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Holdings: BIOIX

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Top 10 Holdings (57.12% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 12.19%
NVDA
NVIDIA Corporation 11.53%
AMZN
Amazon.com, Inc. 6.67%
META
Meta Platforms, Inc. 5.19%
AAPL
Apple Inc. 4.65%
AVGO
Broadcom Inc. 4.58%
TSLA
Tesla, Inc. 4.54%
IT
Gartner, Inc. 2.60%
ARGX
argenx SE 2.59%
CSGP
CoStar Group, Inc. 2.59%

Sector Weightings

Recent News: BIOIX

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Research Reports: BIOIX

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