About BARIX
Baron Asset Fund Institutional Class is a mutual fund focused on U.S. mid-cap growth equities. Its principal objective is capital appreciation by investing primarily in established, mid-sized companies that exhibit significant potential for long-term, secular growth. The fund is characterized by a concentrated portfolio, typically holding around 50–54 stocks, with a notable emphasis on sectors such as technology, healthcare, financial services, and industrials. Top holdings include companies like Gartner Inc., Verisk Analytics, and IDEXX Laboratories, reflecting the fund’s strategic tilt toward innovation-driven industries.
With over $3.9 billion in net assets, the fund is actively managed, featuring a high active share of 86.6%. It maintains a relatively low turnover ratio, highlighting a long-term, buy-and-hold approach. The institutional share class requires a significant minimum investment and charges an expense ratio around 1.04%. Baron Asset Fund Institutional Class is widely regarded for its focus on mid-cap companies that have moved beyond early growth phases but continue to benefit from dynamic, long-term industry trends. Its role in the financial markets is to serve institutional investors seeking diversified exposure to the U.S. mid-cap growth segment.
Fund Family Baron Capital Group, Inc.
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BARIX
Share Class Institutional Shares
Index Russell MidCap Growth TR
BARIX had a total return of -1.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 19.25%.
