Baron Opportunity Fund Quote
| BIOPX Fund | USD 43.00 0.23 0.54% |
PerformanceVery Weak
| Odds Of DistressLow
|
Baron Opportunity is trading at 43.00 as of the 21st of March 2025; that is 0.54 percent increase since the beginning of the trading day. The fund's open price was 42.77. Baron Opportunity 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
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 adviser believes will benefit from innovations and advances in technology.. More on Baron Opportunity Fund
Moving together with Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Growth Funds, Large Growth, Baron Capital Group, Inc. (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Baron Opportunity Fund [BIOPX] is traded in USA and was established 21st of March 2025. Baron Opportunity is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 1.04 B in assets under management (AUM) with no minimum investment requirementsBaron Opportunity is currently producing year-to-date (YTD) return of 2.52%, while the total return for the last 3 years was 15.15%.
Check Baron Opportunity 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 Opportunity Fund 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 Opportunity Fund Mutual Fund Constituents
| EQIX | Equinix | Stock | Real Estate | |
| MSFT | Microsoft | Stock | Information Technology | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| WIX | WixCom | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| ZI | ZoomInfo Technologies | Stock | Communication Services | |
| CSGP | CoStar Group | Stock | Real Estate |
Baron Opportunity Risk Profiles
| Mean Deviation | 1.37 | |||
| Standard Deviation | 1.79 | |||
| Variance | 3.21 | |||
| Risk Adjusted Performance | (0.12) |
Baron Opportunity Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Opportunity 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 Opportunity security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |