BARAX Mutual Fund

BARAX Mutual Fund (Baron Asset Fund Retail Class) is managed by Baron Funds with $2.26B in net assets. BARAX expense ratio is 1.31%, holding 52 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 1987-06-12.

BARAX performance shows a YTD return of 3.20%. The 1-year return is 10.69% and the 5-year return is 1.99%.

BARAX top holdings include Amphenol Corp. Class A (5.9%), Quanta Services Inc (4.5%), Arch Capital Group Ltd. (3.6%), Idexx Laboratories Inc Common Stock Usd 0.1 (3.4%), Mettler-Toledo International Inc. (3.0%). Go to all BARAX holdings, BARAX sectors, or BARAX dividends.

BARAX can be compared against other funds. Use BARAX overlap to find shared positions, or BARAX vs another fund for a side-by-side view. BARAX alternatives are available via the screener, along with tax-loss harvesting opportunities.