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.
- NAV / 1-Day Return 26.96 / 2.95 %
- Total Assets 826.8 Mil
Adj. Expense Ratio
- 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.