About BDAUX
Baron Durable Advantage Fund R6 is a mutual fund focused on long-term capital appreciation by investing primarily in large-cap U.S. companies with enduring competitive strengths. The fund employs a growth-oriented strategy, prioritizing businesses that demonstrate sustainable market advantages and robust fundamentals across diverse sectors, including technology, financial services, and communication services. Its portfolio is concentrated with a significant allocation to industry leaders such as Microsoft, Amazon, Meta Platforms, and Nvidia, reflecting a strong emphasis on innovation and resilience within its holdings.
Managed with a disciplined, low-turnover approach, the fund maintains an above-average level of its assets in its top holdings, seeking to capitalize on durable business models. The expense ratio is competitively low, positioning the fund favorably among its peers. Since its inception in 2017, Baron Durable Advantage Fund R6 has earned high ratings from independent analysts for both risk-adjusted performance and management quality. Its role in the market is to offer institutional investors access to a rigorously researched portfolio capable of compounding value over the long term, particularly suited for retirement and large growth-oriented allocation strategies.
Fund Family Baron Capital Group, Inc.
Category Large Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BDAUX
Share Class R6 Shares
Index S&P 500 TR
BDAUX had a total return of 11.31% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.13%.
