Baron Opportunity Fund Retail Class (BIOPX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation through investments primarily in growth companies that benefit from technology advances. The fund invests primarily in equity securities in the form of common stock of U.S. high growth businesses of any market capitalization selected for their capital appreciation potential. The Adviser may invest in companies in any sector or industry that the advisor believes will benefit from innovations and advances in technology.


1 month+10.59% 3 years+30.08%
3 months+48.77% 5 years+20.47%
1 year+43.02% Since inception+8.35%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+20.47%+7.64%
Expense ratio1.34%1.06%
Risk 5 year sharpe ratio0.920.69
Net assets$689.1M$4.3B
Average market cap$45.0B$211.4B
Average P/E36.729.1
Portfolio turnover37%37%

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Fund Management and Purchase Info

Fund familyBaron Capital Group
Fund manager & tenureMichael Lippert / 14 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock78.93%
International stock14.08%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Telecommunication 23.07%
Business service 13.16%
Consumer service 9.47%
Media 8.02%
Healthcare 7.07%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft7.63%
AMZN Amazon6.69%
TSLA Tesla4.90%
GOOG Google4.19%
GWRE Guidewire Software Inc2.73%
-- 2.66%
BABA Alibaba Group Holding Ltd2.32%
CSGP CoStar Group Inc2.31%
ADBE Adobe2.13%
IT Gartner Inc2.05%