BIOPX Rating, Research - Baron Opportunity Retail

Baron Opportunity Retail (biopx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 173

Threats + Weaknesses = 71

When strengths & opportunities substantially exceed threats & weaknesses an investment in the biopx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Baron Opportunity Retail (BIOPX) Description: BIOPX is a mutual fund, which is an investment that owns a basket of assets. The BIOPX 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 average fund size classification. BIOPXs minimum initial investment amount is $2000 while the IRA minimum is $2000. BIOPXs expense ratio is roughly 2%. The latest BIOPXs front end load was 0% and the back end load was 0%. The Baron Opportunity Retail (BIOPX) mutual fund falls under the mid-cap growth category. BIOPX focuses its investments in USA and BIOPX is not affiliated with a particular industry or fund sector. The Baron Opportunity Retail (BIOPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BIOPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BIOPXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets plus borrowings for investment purposes in common stocks (see stock research) of mid-capitalization U.S. companies. Mid-cap companies are considered to be those with market capitalizations like those found in the Russell Midcap Index.

Management Analysis Update

Performance Analysis Update