BARAX Mutual Fund (Baron Asset Fund Retail Class) is managed by Baron Funds with $2.26B in net assets. BARAX expense ratio is 1.31%, holding 52 positions across sectors including Unknown, Information Technology, Industrials. Inception date: 1987-06-12.

BARAX performance shows a YTD return of 10.12%. The 1-year return is 13.03% and the 5-year return is 5.63%. BARAX dividend yield stands at 10.50%, paid annually.

BARAX top holdings include Space Exploration Tech Class A (15.3%), Space Exploration Technologies (9.1%), Amphenol Corp. Class A (5.3%), Idexx Labs (4.6%), Arch Capital Group Ltd. (4.4%). View all BARAX holdings, sector breakdown, or dividend history.

BARAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BARAX alternatives are available via the screener, along with tax-loss harvesting opportunities.