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 -2.98%. The 1-year return is 0.49% and the 5-year return is 0.22%. BARAX dividend yield stands at 11.93%, paid annually.

BARAX top holdings include Space Exploration Tech Class A (15.3%), Space Exploration Technologies (9.1%), Amphenol Corp. Class A (5.3%), Idexx Labs (4.6%), Arch Capital Group Ltd. (4.4%). 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.