Baron Asset Fund Retail Class (BARAX) Research
The fund aims for long-term growth primarily through investments in common stock, focusing on mid-sized U.S. companies with growth potential. BAMCO, Inc., acting as the Adviser, outlines its criteria for "mid-sized companies" at the time of purchase: they must possess a market capitalization greater than $2.5 billion, or exceed the market capitalization of the smallest stock in the Russell Midcap Growth Index at reconstitution (whichever of these two thresholds is larger). Furthermore, their market capitalization must remain below that of the largest stock in the Russell Midcap Growth Index during the same reconstitution period.
Market snapshot
- Symbol
- BARAX
- Price
- $98.05
- Day change
- -1.09%
- Market cap
- $3.5B
- 52-week range
- 80.07-102
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon Small Cap Value Fund Class Y (ABSYX)
- Artisan Mid Cap Fund (APHMX)
- Artisan Mid Cap Fund Inv Shs (ARTMX)
- American Beacon Small Cap Value Fund Class R5 (AVFIX)
- Baron Asset Fund Class R6 (BARUX)
- Baron Focused Growth Fund Retail Shs (BFGFX)
- Baron Focused Growth Fund Inst Shs (BFGIX)
- Franklin Small-Mid Cap Growth Fund Class A (FRSGX)
Open Baron Asset Fund Retail Class (BARAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.