BARIX Mutual Fund

BARIX Mutual Fund (Baron Asset Fund Inst Shs) is managed by Baron Funds. BARIX expense ratio is 1.05%, holding 52 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2009-05-29.

BARIX performance shows a YTD return of -2.84%. The 1-year return is 0.74% and the 5-year return is 0.48%. BARIX dividend yield stands at 10.96%, paid annually.

BARIX 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 BARIX holdings, BARIX sectors, or BARIX dividends.

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