BARIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Baron Asset Instl (BARIX) Ownership - Who owns Baron Asset Instl?

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

BARIX

Net Assets

4.13B

Fund Existence

almost 16 years

Turnover

5.48

Total Expense Ratio

1.04

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.04

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

1.9B

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

-1.762

Annual Yield % from dividends

0.00

Returns for 1 year

-10.99

Returns for 3 years

-9.51

Returns for 5 years

34.45

Returns for 10 years

42.65

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General Information

Category MidCapGrowth

Profile

Fundamentals

Details