About BDAIX
Baron Durable Advantage Fund Institutional Shares is a large-cap growth mutual fund that primarily invests in equity securities of major U.S. companies with enduring competitive advantages. The fund seeks long-term capital appreciation by identifying businesses that possess strong market positions, sustainable profitability, and resilient business models. It is managed with a disciplined approach that emphasizes companies demonstrating excess returns and durable economic moats, focusing its holdings on industries such as technology, consumer services, communications, and financial services. The portfolio is concentrated, with a significant portion allocated to leading firms like Microsoft, Amazon, Meta Platforms, and NVIDIA. Designed for institutional investors, the fund offers competitive expense ratios and aims to optimize risk-adjusted returns by maintaining lower portfolio turnover. Since its inception, Baron Durable Advantage Fund Institutional Shares has played a prominent role in the large-cap growth sector, providing investors access to a carefully curated selection of U.S. market leaders distinguished by their long-term growth potential and operational excellence.
Fund Family Baron Capital Group, Inc.
Category Large-Cap Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BDAIX
Share Class Institutional Shares
Index S&P 500 TR
BDAIX had a total return of 8.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.71%.
