Baron Asset Retail (barax)
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Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Baron Asset Retail (BARAX) Description: BARAX is a mutual fund, which is an investment that owns a basket of assets. The BARAX mutual fund was provided by Baron and this investment vehicle derives the majority of its value from equity holdings (stocks). Barons mutual fund has a medium management tenure and is in the large fund size classification. BARAXs minimum initial investment amount is $2000 while the IRA minimum is $2000. BARAXs expense ratio is roughly 1%. The latest BARAXs front end load was 0% and the back end load was 0%. The Baron Asset Retail (BARAX) mutual fund falls under the mid-cap growth category. BARAX focuses its investments in USA and BARAX is not affiliated with a particular industry or fund sector. The Baron Asset Retail (BARAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BARAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BARAXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks long-term growth of capital. The fund invests primarily in common stocks (see stock research) selected for their growth potential, and normally invests at least 50% of equity assets in medium-sized companies whose market capitalization falls within the range of companies in the Russell Midcap Growth Index. It may invest in foreign equity and debt securities, which may include investments in emerging markets. The fund can also invest in derivatives.
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