BARAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Baron Asset Retail (BARAX) Ownership - Who owns Baron Asset Retail?

The investment seeks capital appreciation through long-term investments primarily in securities of mid-sized companies with undervalued assets or favorable growth prospects... Show more

Category: #Mid-Cap Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

BARAX

Net Assets

3.94B

Fund Existence

almost 38 years

Turnover

5.48

Total Expense Ratio

1.29

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.29

Assets in Top Ten Holdings

2.16B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

2.01B

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

52.00

Number of Net Holdings

53.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

48.18%

Gain YTD

-3.374

Annual Yield % from dividends

0.00

Returns for 1 year

-9.57

Returns for 3 years

-2.41

Returns for 5 years

11.91

Returns for 10 years

34.14

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General Information

Category MidCapGrowth

Profile

Fundamentals

Details