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Morningstar

Baron Health Care Instl BHCHX

Morningstar Analyst Rating
Quantitative rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 17.56  /  0.73 %
  • Total Assets 208.6 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 55%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis BHCHX

Will BHCHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BHCHX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BHCHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BHCHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A strong management team and sound investment process underpin Baron Health Care Instl's Morningstar Quantitative Rating of Gold. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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