Morningstar

Baron Capital Mutual Funds

View all of Baron Capital’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Baron Capital Funds List

Share Class Type

1 to 25 of 57 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Baron Focused Growth InstitutionalBFGIXMid-Cap Growth12.42%371.060%HighInstitutional$1.0 Mil
Baron Focused Growth R6BFGUXMid-Cap Growth12.43%371.060%HighRetirement, Large$5.0 Mil
Baron Focused Growth RetailBFGFXMid-Cap Growth12.21%401.320%HighNo Load$2,000
Baron Real Estate Income InstitutionalBRIIXReal Estate14.79%30.800%Below AverageInstitutional$1.0 Mil
Baron Real Estate Income R6BRIUXReal Estate14.81%30.800%Below AverageRetirement, Large$5.0 Mil
Baron Real Estate InstitutionalBREIXReal Estate15.07%11.060%Above AverageInstitutional$1.0 Mil
Baron Real Estate RetailBREFXReal Estate14.86%21.310%Above AverageNo Load$2,000
Baron Asset InstlBARIXMid-Cap Growth9.60%561.050%HighInstitutional$1.0 Mil
Baron Asset RetailBARAXMid-Cap Growth9.38%591.300%HighNo Load$2,000
Baron Durable Advantage InstitutionalBDAIXLarge Growth22.78%390.700%AverageInstitutional$1.0 Mil
Baron Durable Advantage R6BDAUXLarge Growth22.78%390.700%Above AverageRetirement, Large$5.0 Mil
Baron Durable Advantage RetailBDAFXLarge Growth22.55%410.950%Above AverageNo Load$2,000
Baron Health Care InstlBHCHXHealth10.09%520.850%Below AverageInstitutional$1.0 Mil
Baron Health Care R6BHCUXHealth10.04%530.850%AverageRetirement, Large$5.0 Mil
Baron Health Care RetailBHCFXHealth9.84%551.100%AverageNo Load$2,000
Baron Opportunity InstlBIOIXLarge Growth23.74%291.060%HighInstitutional$1.0 Mil
Baron Opportunity RetailBIOPXLarge Growth23.50%311.320%HighNo Load$2,000
Baron Real Estate Income RetailBRIFXReal Estate14.56%51.050%AverageNo Load$2,000
Baron Real Estate R6BREUXReal Estate15.04%11.060%HighRetirement, Large$5.0 Mil
Baron Small Cap InstlBSFIXSmall Growth14.10%231.050%Above AverageInstitutional$1.0 Mil
Baron Small Cap R6BSCUXSmall Growth14.08%231.060%HighRetirement, Large$5.0 Mil
Baron Asset R6BARUXMid-Cap Growth9.59%561.050%HighRetirement, Large$5.0 Mil
Baron Discovery InstitutionalBDFIXSmall Growth7.57%751.060%Above AverageInstitutional$1.0 Mil
Baron Discovery R6BDFUXSmall Growth7.60%741.060%HighRetirement, Large$5.0 Mil
Baron Discovery RetailBDFFXSmall Growth7.33%781.330%HighNo Load$2,000

Baron Capital Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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