About BIOIX
Baron Opportunity Fund Institutional Class is an actively managed mutual fund that primarily invests in high-growth companies across all market capitalizations, with a strong emphasis on businesses benefiting from technological innovation and advancements. The fund’s strategic focus lies in identifying firms—often in sectors like semiconductors, software, interactive media, and biotechnology—that are poised to capitalize on secular trends and transformative developments. While the fund has a core orientation toward U.S. equities, it maintains diversification across various industries, including retail, automobile manufacturing, aerospace and defense, and financial technology. This broad sector exposure reflects the manager’s dynamic approach to capturing growth opportunities wherever they emerge. With a robust historical performance and a Morningstar Silver Medalist Rating, Baron Opportunity Fund Institutional Class has established itself as a significant player within the large-growth mutual fund category, appealing to investors seeking exposure to innovative enterprises shaping the future economy.
Fund Family Baron Capital Group, Inc.
Category Large Growth
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BIOIX
Share Class Institutional Shares
Index Russell 3000 Growth TR
BIOIX had a total return of 7.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 21.32%.
