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

3.94B

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

1.8B

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

-6.337

Annual Yield % from dividends

0.00

Returns for 1 year

-11.33

Returns for 3 years

-5.66

Returns for 5 years

11.81

Returns for 10 years

35.11

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category MidCapGrowth

Profile

Fundamentals

Details