Baron Asset Fund Quote

BARIX Fund  USD 95.61  1.01  1.07%   

Performance

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Odds Of Distress

Low

 
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Baron Asset is trading at 95.61 as of the 19th of March 2025; that is 1.07 percent up since the beginning of the trading day. The fund's open price was 94.6. Baron Asset has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The investment seeks capital appreciation through long-term investments primarily in securities of mid-sized companies with undervalued assets or favorable growth prospects. Baron Asset is traded on NASDAQ Exchange in the United States. More on Baron Asset Fund

Moving together with Baron Mutual Fund

  0.88BREIX Baron Real EstatePairCorr
  0.96BSCFX Baron Small CapPairCorr
  1.0BARAX Baron Asset FundPairCorr
  0.96BSFIX Baron Small CapPairCorr

Moving against Baron Mutual Fund

  0.37BEXFX Baron Emerging MarketsPairCorr
  0.33BEXIX Baron Emerging MarketsPairCorr

Baron Mutual Fund Highlights

Fund ConcentrationBaron Capital Group, Inc. Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Baron Capital Group, Inc., Large, Mid-Cap Growth (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date27th of January 2023
Fiscal Year EndSeptember
Baron Asset Fund [BARIX] is traded in USA and was established 19th of March 2025. Baron Asset is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 4.65 B in assets under management (AUM) with no minimum investment requirementsBaron Asset Fund is currently producing year-to-date (YTD) return of 0.5%, while the total return for the last 3 years was 6.03%.
Check Baron Asset Probability Of Bankruptcy

Instrument Allocation

Top Baron Asset Fund Mutual Fund Constituents

MTDMettler Toledo InternationalStockHealth Care
ZZillow Group ClassEtfCommunication Services
WSTWest Pharmaceutical ServicesStockHealth Care
VRSNVeriSignStockInformation Technology
VRSKVerisk AnalyticsStockIndustrials
TRUTransUnionStockIndustrials
TECHBio Techne CorpStockHealth Care
SCHWCharles Schwab CorpStockFinancials
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Baron Asset Top Holders

BWBTXBaron Wealthbuilder FundMutual FundAllocation--85%+ Equity
BWBIXBaron Wealthbuilder FundMutual FundAllocation--85%+ Equity
BWBFXBaron Wealthbuilder FundMutual FundAllocation--85%+ Equity
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Baron Asset Fund Risk Profiles

Baron Asset Against Markets

Other Information on Investing in Baron Mutual Fund

Baron Asset financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Asset security.
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