Baron Asset Fund Class R6 (BARUX) Research
This fund aims to achieve long-term capital growth primarily by investing in mid-sized companies. It seeks out businesses that are either considered undervalued or possess strong prospects for future expansion. The fund’s strategy involves holding common stock, specifically equity securities, of U.S. mid-sized growth-focused enterprises for an extended duration. BAMCO, Inc., acting as the fund's advisor, defines mid-sized companies based on their market capitalization at the point of acquisition. These are firms whose market value exceeds $2.5 billion (or surpasses the smallest market capitalization of any stock included in the Russell Midcap Growth Index during its reconstitution, whichever figure is higher). Additionally, their market capitalization must remain below that of the largest stock within the same Russell Midcap Growth Index at the time of its reconstitution.
Market snapshot
- Symbol
- BARUX
- Price
- $106.66
- Day change
- -1.09%
- Market cap
- $3.5B
- 52-week range
- 87.05-110.96
- 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 Retail Class (BARAX)
- Franklin Small-Mid Cap Growth Fund Class A (FRSGX)
- Janus Henderson Mid Cap Value Fund Class A (JDPAX)
- Janus Henderson Mid Cap Value Fund Class S (JMVIX)
Open Baron Asset Fund Class R6 (BARUX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.