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Baron Opportunity Retail BIOPX

Quantitative rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 26.96  /  2.95 %
  • Total Assets 826.8 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

Morningstar’s Analysis BIOPX

Will BIOPX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Baron Opportunity Retail's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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