BARIX Mutual Fund (Baron Asset Fund Inst Shs) is managed by Baron Funds. BARIX expense ratio is 1.05%, holding 52 positions across sectors including Unknown, Information Technology, Industrials. 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 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 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.