Baron Health Care Fund Quote
| BHCUX Fund | USD 18.94 0.05 0.26% |
PerformanceVery Weak
| Odds Of DistressLow
|
Baron Health is trading at 18.94 as of the 19th of March 2025; that is 0.26 percent down since the beginning of the trading day. The fund's open price was 18.99. Baron Health has about a 22 % 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities in the form of common stock of companies engaged in the research, development, production, sale, delivery or distribution of products and services related to the health care industry. More on Baron Health Care
Moving together with Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group Funds, Large Funds, Health Funds, Health, Baron Capital Group, Large, Health (View all Sectors) |
| Update Date | 31st of March 2025 |
Baron Health Care [BHCUX] is traded in USA and was established 19th of March 2025. Baron Health is listed under Baron Capital Group category by Fama And French industry classification. The fund is listed under Health category and is part of Baron Capital Group family. This fund currently has accumulated 15 M in assets under management (AUM) with minimum initial investment of 5 M. Baron Health Care is currently producing year-to-date (YTD) return of 1.3% with the current yeild of 0.0%, while the total return for the last 3 years was 2.11%.
Check Baron Health Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Health Care Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Health Care Mutual Fund Constituents
| PODD | Insulet | Stock | Health Care | |
| IDXX | IDEXX Laboratories | Stock | Health Care | |
| BSX | Boston Scientific Corp | Stock | Health Care | |
| ISRG | Intuitive Surgical | Stock | Health Care | |
| DXCM | DexCom Inc | Stock | Health Care | |
| ARGX | argenx NV ADR | Stock | Health Care | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Baron Health Care Risk Profiles
| Mean Deviation | 0.7144 | |||
| Standard Deviation | 0.9567 | |||
| Variance | 0.9152 | |||
| Risk Adjusted Performance | (0.11) |
Baron Health Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Health 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 Health security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |