Baron Opportunity Fund Institutional Class
BIOIX
NASDAQ
| Weiss Ratings | BIOIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | BIOIX-NASDAQ | Click to Compare |
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| Provider | Baron Capital Group, Inc. | |||
| Manager/Tenure (Years) | Michael Lippert (20) | |||
| Website | http://https://www.baroncapitalgroup.com | |||
| Fund Information | BIOIX-NASDAQ | Click to Compare |
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| Fund Name | Baron Opportunity Fund Institutional Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | May 29, 2009 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BIOIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BIOIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.25% | |||
| Asset Allocation | BIOIX-NASDAQ | Click to Compare |
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| Cash | 0.86% | |||
| Stock | 92.49% | |||
| U.S. Stock | 86.48% | |||
| Non-U.S. Stock | 6.01% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 4.71% | |||
| Convertible | 0.00% | |||
| Other Net | 1.94% | |||
| Price History | BIOIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -5.80% | |||
| 30-Day Total Return | -7.45% | |||
| 60-Day Total Return | -9.98% | |||
| 90-Day Total Return | -12.58% | |||
| Year to Date Total Return | -12.02% | |||
| 1-Year Total Return | 19.64% | |||
| 2-Year Total Return | 28.08% | |||
| 3-Year Total Return | 87.82% | |||
| 5-Year Total Return | 40.99% | |||
| Price | BIOIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BIOIX-NASDAQ | Click to Compare |
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| Nav | $51.14 | |||
| 1-Month Low NAV | $51.14 | |||
| 1-Month High NAV | $56.15 | |||
| 52-Week Low NAV | $39.63 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $61.88 | |||
| 52-Week High Price (Date) | Dec 10, 2025 | |||
| Beta / Standard Deviation | BIOIX-NASDAQ | Click to Compare |
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| Beta | 1.38 | |||
| Standard Deviation | 19.24 | |||
| Balance Sheet | BIOIX-NASDAQ | Click to Compare |
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| Total Assets | 1.69B | |||
| Operating Ratios | BIOIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.05% | |||
| Turnover Ratio | 30.00% | |||
| Performance | BIOIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 28.41% | |||
| Last Bear Market Total Return | -26.95% | |||