Baron Opportunity Fund Retail Class
BIOPX
NASDAQ
| Weiss Ratings | BIOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | BIOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Baron Capital Group, Inc. | |||
| Manager/Tenure (Years) | Michael Lippert (20) | |||
| Website | http://https://www.baroncapitalgroup.com | |||
| Fund Information | BIOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | BIOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.24% | |||
| Asset Allocation | BIOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.65% | |||
| Stock | 98.84% | |||
| U.S. Stock | 92.84% | |||
| Non-U.S. Stock | 6.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.03% | |||
| Convertible | 0.00% | |||
| Other Net | 0.48% | |||
| Price History | BIOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -3.93% | |||
| 30-Day Total Return | -7.70% | |||
| 60-Day Total Return | -4.61% | |||
| 90-Day Total Return | 0.08% | |||
| Year to Date Total Return | 9.85% | |||
| 1-Year Total Return | 12.86% | |||
| 2-Year Total Return | 44.26% | |||
| 3-Year Total Return | 106.92% | |||
| 5-Year Total Return | 46.01% | |||
| Price | BIOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $59.31 | |||
| 1-Month Low NAV | $58.31 | |||
| 1-Month High NAV | $66.29 | |||
| 52-Week Low NAV | $47.46 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $66.29 | |||
| 52-Week High Price (Date) | Oct 06, 2026 | |||
| Beta / Standard Deviation | BIOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.37 | |||
| Standard Deviation | 20.68 | |||
| Balance Sheet | BIOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.03B | |||
| Operating Ratios | BIOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.31% | |||
| Turnover Ratio | 30.00% | |||
| Performance | BIOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 25.53% | |||
| Last Bear Market Total Return | -27.02% | |||