About BHCFX
Baron Health Care Fund Retail Shares is a mutual fund specializing in investments within the health care sector. The fund seeks to provide long-term capital appreciation by investing at least 80% of its net assets in equity securities, primarily common stocks, of companies engaged in the research, development, production, sale, or delivery of health care products and services. This includes exposure to major corporations in pharmaceuticals, medical technology, biotechnology, health insurance, and related industries. Managed with an active approach, the fund typically holds a concentrated portfolio, often consisting of around 36 holdings, with significant allocations to established leaders such as UnitedHealth Group, Eli Lilly, and Boston Scientific. The fund aims to capitalize on innovation and growth within the health care sector, which is a critical component of the economy and widely regarded for its defensive characteristics. Since its inception in 2018, Baron Health Care Fund Retail Shares has positioned itself as a vehicle for investors seeking targeted exposure to the diverse and dynamic health care industry through a focused, actively managed strategy.
Fund Family Baron Capital Group, Inc.
Category Health
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BHCFX
Share Class Retail Shares
Index Russell 3000 Healthcare TR
BHCFX had a total return of 29.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.36%.
