BARIX Mutual Fund
TER1.05%
Holdings56
BARIX Mutual Fund
Baron Asset Fund Inst Shs
TER1.05%
Holdings56

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BARIX Mutual Fund Overview
BARIX Mutual Fund (Baron Asset Fund Inst Shs) is managed by Baron Funds. BARIX expense ratio is 1.05%, holding 56 positions across sectors including Unknown. Inception date: 2009-05-29.
BARIX performance shows a YTD return of 10.25%. The 1-year return is 13.33% and the 5-year return is 8.74%. BARIX dividend yield stands at 9.65%, paid annually.
BARIX top holdings include IDXX (5.4%), APH (5.3%), GWRE (4.6%), ACGL:BM (3.9%), IT (3.8%). View all BARIX holdings, sector breakdown, or dividend history.
BARIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BARIX alternatives are available via the screener, along with tax-loss harvesting opportunities.