BARUX Mutual Fund
BARUX Mutual Fund
BARUX Mutual Fund
Baron Asset Fund R6 Shares
BARUX Mutual Fund Overview
BARUX Mutual Fund (Baron Asset Fund R6 Shares) is managed by Baron Funds. BARUX expense ratio is 1.05%, holding 52 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2016-01-29.
BARUX performance shows a YTD return of -2.83%. The 1-year return is 0.75% and the 5-year return is 0.48%. BARUX dividend yield stands at 10.96%, paid annually.
BARUX 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 BARUX holdings, BARUX sectors, or BARUX dividends.
BARUX can be compared against other funds. Use BARUX overlap to find shared positions, or BARUX vs another fund for a side-by-side view. BARUX alternatives are available via the screener, along with tax-loss harvesting opportunities.