BARUX Mutual Fund
BARUX Mutual Fund
Baron Asset Fund R6 Shares
BARUX Mutual Fund Overview
BARUX Mutual Fund (Baron Asset Fund R6 Shares) is managed by Baron Funds. BARUX expense ratio is 1.05%, holding 52 positions across sectors including Unknown, Information Technology, Industrials. Inception date: 2016-01-29.
BARUX performance shows a YTD return of 10.25%. The 1-year return is 13.32% and the 5-year return is 8.74%. BARUX dividend yield stands at 9.66%, paid annually.
BARUX 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 BARUX holdings, sector breakdown, or dividend history.
BARUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BARUX alternatives are available via the screener, along with tax-loss harvesting opportunities.