Baron Opportunity Fund Retail Class
BIOPX
NASDAQ
| Weiss Ratings | BIOPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | BIOPX-NASDAQ | Click to Compare |
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| Provider | Baron Capital Group, Inc. | |||
| Manager/Tenure (Years) | Michael Lippert (19) | |||
| Website | http://https://www.baroncapitalgroup.com | |||
| Fund Information | BIOPX-NASDAQ | Click to Compare |
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| Fund Name | Baron Opportunity Fund Retail Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Feb 29, 2000 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BIOPX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BIOPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.29% | |||
| Asset Allocation | BIOPX-NASDAQ | Click to Compare |
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| Cash | 0.69% | |||
| Stock | 96.16% | |||
| U.S. Stock | 90.39% | |||
| Non-U.S. Stock | 5.77% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 2.13% | |||
| Convertible | 0.00% | |||
| Other Net | 1.02% | |||
| Price History | BIOPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.35% | |||
| 30-Day Total Return | 3.27% | |||
| 60-Day Total Return | 1.94% | |||
| 90-Day Total Return | 7.18% | |||
| Year to Date Total Return | 14.03% | |||
| 1-Year Total Return | 27.55% | |||
| 2-Year Total Return | 83.49% | |||
| 3-Year Total Return | 127.66% | |||
| 5-Year Total Return | 87.38% | |||
| Price | BIOPX-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 | BIOPX-NASDAQ | Click to Compare |
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| Nav | $53.74 | |||
| 1-Month Low NAV | $51.54 | |||
| 1-Month High NAV | $54.48 | |||
| 52-Week Low NAV | $36.99 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $54.48 | |||
| 52-Week High Price (Date) | Sep 22, 2025 | |||
| Beta / Standard Deviation | BIOPX-NASDAQ | Click to Compare |
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| Beta | 1.22 | |||
| Standard Deviation | 21.53 | |||
| Balance Sheet | BIOPX-NASDAQ | Click to Compare |
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| Total Assets | 1.69B | |||
| Operating Ratios | BIOPX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.31% | |||
| Turnover Ratio | 33.00% | |||
| Performance | BIOPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 28.19% | |||
| Last Bear Market Total Return | -27.02% | |||