About BHCUX
Baron Health Care Fund R6 is a mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities within the healthcare sector. Designed for institutional investors, this fund allocates at least 80% of its assets to companies engaged in pharmaceuticals, biotechnology, medical devices, healthcare services, and related industries. The portfolio is characterized by a blend of large-cap and innovative growth companies, with a notable emphasis on firms demonstrating robust earnings growth and leadership in their segments. Holdings commonly include leading names such as UnitedHealth Group, Eli Lilly, Intuitive Surgical, and Boston Scientific, reflecting the fund’s preference for established industry participants and emerging innovators alike. Baron Health Care Fund R6 is actively managed, maintaining a moderate portfolio turnover and a relatively concentrated set of holdings to seek strong risk-adjusted returns. The fund is recognized for its experienced management team and disciplined investment process, earning a Gold Morningstar Medalist Rating, which underscores its reputation among peer healthcare funds. Its role in the financial market is to provide targeted exposure to the evolving healthcare sector, appealing to investors seeking diversification and potential growth through medical innovation and demographic trends.
Fund Family Baron Capital Group, Inc.
Category Health
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BHCUX
Share Class R6 Shares
Index Russell 3000 Healthcare TR
BHCUX had a total return of 2.83% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.61%.
