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Baron Opportunity R6 (BIOUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.81+0.62 (+1.54%)
At close: 08:00PM EDT

Baron Opportunity R6

New York, NY 10153

767 Fifth Avenue 49th Floor

Baron Investment Funds Trust

Management information
,Lead manager since 2 March 2006
Michael joined Baron Capital in 2001 as a research analyst and was named portfolio manager of Baron Opportunity Fund in 2006 and Baron Technology Fund in 2021. In 2020, he was named Head of Technology Research. He has 23 years of research experience. In 2001, he worked at JLF Asset Management as a financial analyst and general counsel. From 1991 to 2001, he worked at Baker & Botts as a trial partner. Michael graduated summa cum laude from Tufts University with a B.A. in History in 1988 and from Columbia Law School with a J.D. in 1991.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyBaron Capital Group, Inc.
Net assets1.3B
YTD return15.32%
Yield0.00%
Morningstar rating★★★
Inception date28 Feb 2000

Fund operations

Last dividendN/A
Last cap gain33.00
Holdings turnover23.29%
Average for categoryN/A

Fees and expenses

ExpenseBIOUXCategory average
Annual report expense ratio (net)1.32%0.99%
Prospectus net expense ratio1.32%N/A
Prospectus gross expense ratio1.32%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A