About BHCHX
Baron Health Care Fund Institutional Shares is an actively managed mutual fund specializing in the health care sector. The fund primarily seeks capital appreciation by investing at least 80% of its net assets in equity securities of companies involved in the research, development, production, sale, or delivery of health care products and services. Its portfolio includes a concentrated selection of holdings, with a significant portion invested in leading industry names such as Eli Lilly and Co, UnitedHealth Group, and Intuitive Surgical, as well as exposure across pharmaceuticals, biotechnology, medical devices, and health services. As a non-diversified fund, it comprises approximately 36–38 holdings, with a notable concentration in its top positions. The fund is aimed at institutional investors, requiring a minimum initial investment of $1,000,000 and charging an expense ratio of 0.85%. Since its inception in 2018, the fund has positioned itself as a focused vehicle for gaining exposure to the innovation-driven health care sector, targeting growth opportunities across a spectrum of industry leaders and emerging players.
Fund Family Baron Capital Group, Inc.
Category Health
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BHCHX
Share Class Institutional Shares
Index Russell 3000 Healthcare TR
BHCHX had a total return of 2.83% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.62%.
