| 58.04 Net Asset Value | +0.96% 1 Day | +18.74% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.33% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +6.81% | 3 years | +14.65% | |
| 3 months | +8.18% | 5 years | +5.42% | |
| 1 year | +30.55% | Since inception | +11.13% |
| BARAX | Category | |
|---|---|---|
| Performance 5-yr return | +5.42% | +6.62% |
| Expense ratio | 1.33% | 1.38% |
| Risk 5 year sharpe ratio | 0.33 | 0.34 |
| Net assets | $2.4B | $1.1B |
| Average market cap | $7.9B | $6.8B |
| Average P/E | 26.0 | 22.6 |
| Portfolio turnover | 13% | 13% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Baron Capital Group |
| Fund manager & tenure | Andrew Peck / 9 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 22.69% |
| Consumer service | 17.82% |
| Financial service | 14.68% |
| Healthcare | 11.24% |
| Energy | 9.14% |
| IT Gartner, Inc. Class A | 4.10% |
| VRSK Verisk Analytics, Inc. | 3.92% |
| SBAC SBA Communications Corp | 3.36% |
| ACGL Arch Capital Group Ltd | 3.34% |
| IDXX Idexx Laboratories | 3.17% |
| FAST Fastenal Company | 3.05% |
| RL Ralph Lauren Corp | 2.98% |
| DISCA Discovery Communications Inc Class A | 2.92% |
| SCHW Charles Schwab Corp | 2.81% |
| MTD Mettler-Toledo International, Inc. | 2.71% |
.
